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.

Geoffrey Gatewood is a financial advisor with LPL Financial based in Wenatchee, WA, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2022, he worked for seven years at Edward Jones. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting services, supported by research and model portfolios from multiple sources.

Callahan Woolett is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Numerica Credit Union, CUSO Financial Services, and VALIC Financial Advisors. Woolett also operates Woolet Wealth Advisory as a DBA for his LPL business. LPL Financial is an SEC-registered adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.