Sage, Rutty & Co., Inc.

Joseph Parks is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc., Axa Advisors LLC, and Zenetex LLC / LTM LLC. Sage, Rutty & Co., Inc. serves a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a client-specific approach combining salaried financial planners with advisory representatives and provides both discretionary and non-discretionary management across multiple platforms.

Douglas Parker is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, with 38 years of industry experience. He has been with Sage, Rutty & Co. since 1996 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the Board of Trustees for Hope Hall School and is a fundraising board member for the MCC Foundation. Sage, Rutty & Co., Inc. serves a diverse group of individual and institutional clients, offering portfolio management, financial planning, and various advisory programs. The firm combines salaried financial planners with advisory representatives to provide customized investment recommendations and manages assets on both discretionary and non-discretionary bases.

Neil Frood is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Sage Rutty since 2001. In addition to his advisory role, he operates a small law practice as a sole proprietor attorney. Sage, Rutty & Co., Inc. serves a diverse client base of individual and institutional investors, offering portfolio management, financial planning, wrap-fee programs, and qualified retirement plan advisory services. The firm combines salaried financial planners with advisory representatives to deliver customized recommendations and manages over $3 billion in assets across multiple platforms.

Curt Ehrlich is a financial advisor with Sage, Rutty & Co., Inc. in Rochester, NY. He holds Series 65 and Series 66 licenses and has 22 years of industry experience, including 21 years with Sage, Rutty & Co. Sage, Rutty & Co., Inc. provides advisory services to a diverse range of individual and institutional clients, managing over $3 billion in assets. The firm employs a client-specific approach combining financial planning and customized investment recommendations, offering both discretionary and non-discretionary management across multiple program platforms.

Matthew Magee is a financial advisor at Sage, Rutty & Co., Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Wiley Edge, Morgan Stanley Distribution, Inc., and J.P. Morgan Chase & Co. Sage, Rutty & Co., Inc. serves a diverse range of individual and institutional clients, offering portfolio management, financial planning, wrap-fee programs, and qualified retirement plan advisory services. The firm employs a client-specific approach that integrates salaried financial planners with advisory representatives to deliver written plans and customized investment recommendations across multiple management platforms.

Jeffrey Jones is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Sage, Rutty & Co., he worked at Hillyard Inc. for eleven years. Sage, Rutty & Co., Inc. serves a diverse client base of individual and institutional investors, offering a variety of advisory services including portfolio management, financial planning, and qualified retirement plan advisory platforms. The firm employs a client-specific approach that integrates salaried financial planners with advisory representatives to deliver written plans and customized investment recommendations across multiple program platforms.

Zachary Lessard is a financial advisor at Sage, Rutty & Co., Inc. with a Series 66 designation and experience at firms including Manning & Napier. He has worked in both educational and financial sectors since 2003. Sage, Rutty & Co., Inc. serves individual and institutional clients by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a client-specific approach combining salaried financial planners and advisory representatives to deliver customized investment recommendations across multiple program platforms.

Corinne Dennis is a financial advisor at Sage, Rutty & Co., Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Sage, Rutty & Co., Inc. since 2020, with prior experience at Manning & Napier Advisors, LLC. Outside of her advisory role, she is an officer and part owner of Dennis Marine, LLC, a seasonal dock and hoist installation business on the Finger Lakes, and co-owner of Basin Park Marine, LLC and BPM Land Holdings, LLC. Sage, Rutty & Co., Inc. serves a diverse client base including individuals and institutions, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a client-specific approach combining salaried financial planners with advisory representatives to deliver customized investment recommendations across multiple program platforms.

Brennan Redmond is a CFP®, CFA®, and Series 66-licensed advisor with 18 years of industry experience. He has been with Sage, Rutty & Co., Inc. since 2017 and previously worked for Brighton Securities Corporation for 10 years. Sage, Rutty & Co., Inc. serves a diverse group of individual and institutional clients, providing portfolio management, financial planning, and a variety of advisory platforms. The firm combines salaried financial planners with advisory representatives to deliver customized investment recommendations and offers both discretionary and non-discretionary management across multiple program platforms.

Dawn Gilchrist is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation with 18 years of industry experience. She has been with Sage Rutty since 2008. Sage Rutty & Co., Inc. serves a diverse group of individual and institutional clients, offering portfolio management, financial planning, and qualified retirement plan advisory services. The firm employs a client-specific approach that integrates salaried financial planners with advisory representatives to provide customized investment recommendations across multiple program platforms.

Sara Groschadl is a financial advisor at Sage, Rutty & Co., Inc. with seven years of industry experience. She holds a Series 66 designation and has been with Sage, Rutty & Co. since 2018. Outside of her advisory role, she is involved in operating an equestrian facility, Daymark Farm LLC, where she manages barn and horse care. Sage, Rutty & Co., Inc. serves a diverse client base including both individual and institutional investors, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a client-specific approach combining salaried financial planners with advisory representatives to deliver customized investment recommendations across multiple platforms.

David Swain is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding a Series 66 designation with eight years of industry experience. Prior to joining Sage, Rutty & Co., he worked for the City of Rochester for over two decades. He serves as treasurer and liaison for the Rochester Police Foundation, coordinating between police and civilian volunteers. Sage, Rutty & Co., Inc. serves individual and institutional clients, offering portfolio management, financial planning, and qualified retirement plan advisory services. The firm employs a client-specific approach that integrates salaried financial planners with advisory representatives to deliver customized investment recommendations across multiple program platforms.

Zachary Armstrong is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY. He has been with Sage Rutty since 2014. Sage Rutty & Co., Inc. provides advisory services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and qualified retirement plan advisory platforms. The firm employs a client-specific approach that integrates salaried financial planners with advisory representatives to deliver customized investment recommendations and manages over $3 billion in assets.

Kristin Dowejko is a financial advisor at Sage, Rutty & Co., Inc. in Rochester, NY, holding Series 65 and Series 66 designations with 27 years of industry experience. She has been with Sage, Rutty & Co., Inc. since 1997. Outside of her advisory work, she is co-owner of From The Heart Press, LLC, a non-investment business focused on designing, publishing, and marketing "The Legacy Planner." Sage, Rutty & Co., Inc. serves a diverse client base including individuals and institutions, offering portfolio management, financial planning, and various advisory platforms. The firm employs a client-specific approach combining salaried planners and advisory representatives to deliver customized investment recommendations and manages over $3 billion in assets.

Ryleigh Manser is a financial advisor at Sage, Rutty & Co., Inc. with seven years of industry experience and holds a Series 66 designation. Prior to joining Sage, Rutty, Manser worked at Genesee & Wyoming Railroad and held academic positions at St. John Fisher College and Bowling Green State University. Manser also served as an adjunct professor at Nazareth College during the Fall 2022 semester. Sage, Rutty & Co., Inc. serves a diverse client base of individual and institutional investors, offering portfolio management, financial planning, and qualified retirement plan advisory services. The firm combines salaried financial planners with advisory representatives to deliver customized investment recommendations and manages both discretionary and non-discretionary accounts across multiple platforms.