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Romantic Couple Enjoying View

Welcome to Sage Hills Financial

Dream. Plan. Enjoy.

Sage Hills Financial

I did not come from a family with money. I saw people I love and respect make financial mistakes that made their dreams very hard to reach or altogether unattainable.  The first time I stepped in a finance class in college, I discovered that these pitfalls were not inevitable, and I knew that I wanted to spend my life helping people make the right decisions with their hard earned money.

I started Sage Hills Financial with a focus on recognizing my client's passions and watching them pursue their goals.   

My dad used to say, "Prior proper planning prevents poor performance." The goal of Sage Hills Financial is to help people get a plan in place with an understanding of what their goals are and how we are going to make their money go to work. 


How to get in touch

Have a particular challenge you’re trying to deal with? Contact me today and see what I can do for you.

Located in the Morris Building
23 S Wenatchee Ave
Ste 113
Wenatchee, WA 98801


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