Michael Christensen is a financial advisor at Sage Financial Advisors Inc. in Scottsdale, AZ, holding a Series 65 designation with two years of industry experience. His prior work history includes roles in accounting and corporate services. Sage Financial Advisors serves individuals, businesses, trusts, charitable organizations, and retirement plans by providing discretionary investment management, financial planning, tax preparation, and related consulting. The firm employs a fundamental analysis approach with diversified portfolios and offers educational seminars, tax services through affiliated CPAs, and documented operational controls.

William Christensen is a Series 65-licensed advisor at Sage Financial Advisors Inc. in Scottsdale, AZ, with two years of industry experience. Prior to joining Sage in 2022, he held roles at Arizona Christian University, Target Corporation, and a Chick-Fil-A franchise. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by offering discretionary investment management, financial planning, tax preparation, and related consulting. The firm manages fee-only portfolios primarily invested in mutual funds, fixed income, individual equities, and ETFs, employing fundamental analysis and maintaining formal governance and operational controls.

Andrew Holemon is a CFP® and PFS™ credentialed advisor with over 11 years of experience. He has been with Sage Financial Advisors Inc. for 12 years and holds a Series 65 license. Outside of his advisory role, he operates a tax preparation and planning business as a CPA. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by providing discretionary investment management and comprehensive financial planning, including tax services and consulting. The firm manages portfolios primarily through mutual funds with an emphasis on fundamental analysis and also offers educational seminars and workshops.

Kelly Christensen is a CFP® with 27 years of experience in financial advising. She has been with Sage Financial Advisors Inc. since 1999. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by offering discretionary investment management and comprehensive financial planning, tax preparation, and consulting services. The firm employs a fee-only, discretionary approach with portfolios primarily invested in mutual funds, fixed income, individual equities, and ETFs, and incorporates fundamental analysis alongside monitored use of AI tools.