Experience

SageVest Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• President & Owner

  • May 2007 - Present

  SageVest Wealth Management offers trusted financial advisory services to clients in the Washington, DC Metropolitan area, and nationally. We provide ongoing investment management coupled with traditional financial planning and wealth management services to enhance the overall financial wellbeing of our clients and their families. SageVest Wealth Management offers trusted financial advisory services to clients in the Washington, DC Metropolitan area, and nationally. We provide ongoing investment management coupled with traditional financial planning and wealth management services to enhance the overall financial wellbeing of our clients and their families.



KidsFinancialEducation.com

• McLean, Virginia

• Creator

  • Jan 2007 - Present



Freed Myers

• Vice President, Principal

  • Mar 1997 - May 2007

  Vice President and Principal of fee-only wealth management firm working with individuals, families and small businesses. Vice President and Principal of fee-only wealth management firm working with individuals, families and small businesses.



United States Postal Service

• United States
• Government Administration
• 700 & Above Employee

• Intern/Analyst

  • May 1996 - Sep 1996

  Intern/Analyst hired to assess information technology procurement and contract modification process. Intern/Analyst hired to assess information technology procurement and contract modification process.



The George Washington University

• United States
• Higher Education
• 700 & Above Employee

• Exec Asst

  • Aug 1992 - Aug 1995



The Comprehensive Companies

• Financial Planning Assistant

  • Jun 1991 - Jun 1992