SAGE WEALTH CONSULTING - Key Persons
Angela Wetzig CFP®, MRFC® is a Certified Financial Planner® and Master Registered Financial Consultant®. She is the founder of Sage Wealth Consulting, LLC, a fiduciary, fee-only registered investment advisory firm in Sarasota, Florida. With over a decade in wealth management, she has helped hundreds of clients reach their goals. Her articles have been featured in industry publications including NAPFA magazine and The Register IARFC journal. Additionally, she was nominated in 2020 for Women to Watch by Investment News. Angela Wetzig also serves on the board for Financial Planning Association of Suncoast and the Investment Committee of Community Foundation of Sarasota County.
Job Titles:
- Member of Our Client Services
Casey Moser is a valued member of our Client Services team, bringing a wealth of experience and a genuine passion for providing exceptional service. With a background of nearly 20 years working for a pediatric medical group in a fast-paced environment, Casey is well-equipped to handle the dynamic nature of client services.
Casey finds joy and fulfillment in her family life. She has been married to her husband for 25 years and is a proud grandmother to five grandchildren. Her unwavering support extends to her son, who serves in the Marines, showcasing her dedication to her family and their well-being.
Beyond her professional and family commitments, Casey enjoys engaging in various hobbies and activities. She has a keen eye for design and enjoys taking on projects that allow her creative side to shine. Casey also enjoys road trips, camping, and other outdoor activities, appreciating the beauty of nature and the adventures it brings.
Casey's wealth of experience, combined with her dedication to exceptional service and her ability to thrive in a fast-paced environment, make her an invaluable member of our team. You can rely on her expertise to handle account-related tasks efficiently and provide personalized assistance.
Job Titles:
- Member of Our Client Services
Kelly Gosiewski is a valuable member of our Client Services team, bringing a wealth of diverse experience to her role. After graduating from the University of Akron with a B.A. in Psychology, Kelly served as an officer in the U.S. Army for 11 years, where she honed her skills in operations, leadership, and teamwork. Her commitment to excellence and dedication to service make her a natural fit for providing exceptional client support.
Prior to Sage Wealth Consulting, LLC, Kelly excelled as a Director of Administration, where she gained expertise in operations, accounting, benefits administration, and record-keeping. Her ability to handle various administrative responsibilities with meticulous attention to detail ensures the seamless management of client accounts.
Outside of the office, Kelly is actively involved in making a positive impact in her community. She serves as a Board Member of Molly's Wheels of Hope. As a U.S. Army Military Police Corps Veteran, Kelly continues to demonstrate her commitment to serving others.
In her free time, Kelly enjoys reading, showcasing her culinary skills, and savoring a good cup of coffee. Above all, she cherishes spending quality time with her family, including being a proud Dance Mom.
Kelly's extensive background, dedication to exceptional client service, and commitment to community engagement make her a valuable asset to our team. You can rely on her expertise to provide accurate information, handle your account-related needs, and ensure your financial journey with Sage Wealth Consulting, LLC is smooth and efficient.
Tori Wilcox brings a diverse range of experience and a passion for delivering exceptional service to our Client Services team. She holds an Associate of Applied Science degree from Bryant and Stratton College. With a background as a physicians' office manager for 10 years, Tori possesses a keen understanding of efficient operations and client support.
Tori's commitment to excellence extends beyond the workplace. She enjoys spending quality time outdoors with her husband near their home in Lake Erie, appreciating the beauty of nature. She is a proud military mom, as her son was recently accepted into the U.S. Space Force. Tori enjoys the company of her two beloved Chihuahuas, Kash and Khaos.
Tori's extensive experience, dedication to exceptional service, and genuine care for others make her an invaluable asset to our team. You can rely on her expertise to provide personalized assistance, handle account-related tasks efficiently, and ensure your financial service needs are met.