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Joseph J
Verified by Warmer
CFP®, Series 63, Series 65
Wenatchee, WA
Ameriprise
I have been working in the financial services industry since 2010. Over the years, I have made it a priority to continue learning and staying informed about changes in the industry and regulations. I believe that ongoing education is essential to providing thoughtful financial guidance. As a Certified Financial Planner™ (CFP®), I take a holistic approach to financial planning, helping clients address investments, retirement, insurance planning, and legacy considerations in a way that fits their individual goals. I am committed to putting my clients’ interests first and working alongside them to pursue their financial objectives. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. (Privacy) Sage Hills Financial is not registered as a broker-dealer or investment advisor.
Taylor M
Series 66
Wenatchee, WA
Ameriprise
Taylor Mitchell is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2018 and has previously been involved with University of Washington Football. Outside of advising, he serves as the head football coach for Wenatchee High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.
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