SAGE WEALTH PARTNERS - Key Persons
Job Titles:
- Planner Assistant and Office Manager
Amanda has worked in the financial industry for years and serves as our financial planner assistant here at Sage Wealth Partners. She has a degree in Applied Technology and is both a certified mediator and a Washington State notary. Her exceptional organization and technology skills are pivotal in helping maintain offices, supporting our financial planners with paperwork preparation and processing, and providing assistance to our clients.
Knowing the importance of our work here motivates Amanda every day; she knows that what she does makes a difference in people's lives and helps them towards a more secure and stable future. A friendly and positive person, Amanda lives by the philosophy that if you can't find a way, then you make a way.
In her free time, Amanda loves reading, spending time with family, and being outside in the Pacific Northwest.
As a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant® designee, Carol has nearly a decade of financial planning experience and a personal and fiduciary commitment to put clients first.
Carol loves working with clients who want to understand how their financial pieces fit together to achieve their goals. Carol's background in defense logistics and financial management gives her a solution-focused mindset for helping clients think through the financial implications of their individual situations. She partners with individuals and families to understand their long-term goals, from the simple to the highly complex, while also coaching clients and collaborating with their extended team of outside professionals, such as CPAs or estate planning attorneys. This holistic approach enables Carol to create cohesive, tailored strategies designed to help clients reach their personal aspirations.
As a member of the first class to accept women at the US Naval Academy, she earned a Bachelor of Science in General Engineering and later returned to college for an MBA from Old Dominion University. She holds the following designations and securities registrations: CFP®, ChFC®, Series 7 and 66.
Carol has four children and nine grandchildren and loves to spend time with them as well as her Mother. A bit of a health nut, Carol enjoys exercising and is passionate about eating healthy. You'll often find her on the move-hiking, kayaking, traveling, and playing pickleball. If you can get her to sit still long enough, she also enjoys playing board games.
Job Titles:
- Founder
- Founder and Financial Planner
- Seth Zudell and Carol Hoffman Are Registered Representatives of Lincoln Financial Securities Corp
Cheryl is the founder of Sage Wealth Partners, a Chartered Financial Consultant® designee, and one of our primary financial planners. She is passionate about the financial industry and providing the knowledge, experience, and support her clients need to reach their goals. She has a personal and fiduciary commitment to put clients first.
Cheryl attended Fisk University, where she received her Bachelor's degree in Economics. Post-graduation, she began working in a supervisory capacity in the banking industry, where she spent more than a decade learning about the world of finance. Her experience in the industry helped her realize that she could have a more meaningful impact on people's lives and financial future by working with them one on one. In 2003, she made the decision to pursue a career as a financial planner.
Cheryl uses her 17 years of comprehensive financial planning and decades of banking experience to help her clients succeed. She's worked with a wide variety of clients, handling investments of all types and portfolios of varying sizes. Her in-depth knowledge and continuing education of the financial industry helps her find creative solutions to complex problems, and new routes for her clients to pursue their goals.
Cheryl primarily partners with our clients who are retired or nearing this milestone, helping them navigate the complexities of retirement planning, income distribution, tax strategies, and estate planning. To her clients, she is a constant professional resource and a coach to help them move towards their financial goals.
Originally from Virginia, Cheryl now resides in Washington with her husband a retired Coast Guard officer. They have four children, six grandsons and one granddaughter. She loves spending time with her family and friends, the outdoors, and you'll often see her out running and hiking. When she's ready to wind down, she enjoys doing yoga, and reading a good book.
Cheryl has earned her ChFC®, SIE, and Series 63, 66, 6, and 7 securities registrations.
Investments and advisory services offered through Lincoln Financial Securities Corp., Member SIPC. Sage Wealth Partners is not an affiliate of Lincoln Financial Securities Corporation. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. LFS-3636079-061621
See Lincoln Financial Securities (LFS') Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS' Forms ADV, Part 2A, which describe LFS' investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS' broker-dealer services, and other client disclosure documents can be found here.
Kim has been in the financial industry for 23 years, and is now the client specialist at Sage Wealth Partners. She provides instrumental support to our financial advisors, handling documentation, processing client paperwork, and acting as liaison for our clients on a daily basis.
Growing up, Kim saw how hard her parents worked to provide for her and her brothers, and their family budget was often tight. As kids, Kim and her brothers loved searching for loose change so that they could enjoy a fast-food meal. Later, she realized how difficult this must have been for her parents. They didn't have someone to advise them on how to save or plan for the future. Through that understanding came Kim's desire to help others in their own financial planning.
As a lifelong learner at heart, Kim enjoys the ever-shifting financial world. She loves the hard numbers, and enjoys knowing that she is helping others in achieving their financial goals.
Kim is a familiar voice for our clients, helping them to feel welcome from the moment they contact us. She enjoys learning individuals' personal stories and getting to know them-just like our financial advisors. Her warm and inviting presence helps make our office a welcoming place for our team members and clients.
Seth has worked in the financial services industry for five years, but it's been a part of his life for far longer than that. His mother, Cheryl, is the founder of Sage Wealth Partners, and her passion for helping her clients inspired him early on. Seeing the impact she was able to have on clients' lives and the relationships she built with them encouraged Seth to enter the industry as well. As an advisor, Seth honors his commitment to provide service and advice that's in his clients best interests.
Seth attended Arizona State University, where he studied Business and Engineering Management, and received his Bachelors of Interdisciplinary Studies. Shortly after graduation, he went on to work at Edelman Financial Engines, where he eventually became the Director of Financial Planning. He has since joined Cheryl as a financial advisor here at Sage Wealth Partners.
The relationships he saw his mother build with clients was a huge influencing factor in Seth's decision to become a financial planner, and building those relationships is a key focus in his own career now. Seeing the direct and substantial impact his work has on his clients' quality of life is his greatest motivation on a daily basis. He specializes in working with our clients who still have a decade or two until retirement, providing guidance on wealth generation and achieving other large financial milestones in their lives before they're ready to retire.
Born in New Jersey, Seth now lives in Phoenix, Arizona. His two sons, Elijah and Asher, are an enormous source of inspiration in his life, and he cherishes spending time with them. Seth is also a very active individual, and you'll often find him working out at the gym or taking a run with his dog, Sky. He's a big sports fan and particularly loves basketball.
Seth is passionate about his work and uses that passion to improve the lives of those around him.
He holds the following designations and securities registrations: CFP®, Series 63, 65, and 7.