CALIFORNIA CONSUMER - Key Persons
Alan has over twenty-eight years of experience in financial and investment management. Prior to joining SagePoint, Alan worked at Cambridge Investment Research for ten years and at McDonald Investments for seven years. At McDonald he worked with individual clients to develop financial planning and investment strategies. While at McDonald he also served as the Great Lakes Regional Consultant for the Financial Planning Services group.
From 1986 to 1996 he was an Accounting and Financial Manager with Allstate Insurance Company in Northbrook, IL. He is a graduate of Michigan State University/JMC with a degree in Economics. His education includes significant MBA course work at DePaul University and Case Western University.
Alan attained his CFP® designation in 1995. Alan resides in Pepper Pike, OH with his wife, Cindy and his three children - Rachel, Amy and Anna.
Job Titles:
- Branch Manager
- Registered Advisor With SagePoint Financial Inc
Mr. Butler has 22 years experience in the securities industry. His practice is focused on helping individual clients analyze their current financial status, determine goals for the future, and measure their progress along the way.
As a dually registered advisor with SagePoint Financial Inc., Mr. Butler can not only offer his clients a wide range of financial products, but also has the ability to offer financial planning and asset management services on a fee based basis.
Kerri is the Office Manager and assists clients with account documentation, updates, scheduling and other administrative issues. She is a licensed life, health, property and casualty insurance agent in the state of Ohio and offers insurance through Elite Insurance Coverage in Westlake, Ohio.
Job Titles:
- Financial Advisor
- Financial Advisor at SagePoint Financial
Steve is a financial advisor at SagePoint Financial. He's been working in the financial services industry for more than 30 years, including his work as a financial advisor for the past 15 years. Steve has a BBA in finance from the University of Michigan, and an MBA in finance from Case Western Reserve University.
Steve's mission is to provide all his clients with a sense of clarity, confidence, and conviction about their financial future.
Steve provides holistic financial planning for his clients across the country, including investment advice, comprehensive tax planning, retirement/financial independence planning, insurance consulting, and gifting/legacy planning. We work together with any other advisers (CPAs, attorneys, etc.) to make sure that all elements of your plan are in order and optimally working together.
Away from work Steve enjoys running, movies, spending time with family and friends, and watching Cleveland baseball.