Client Service Excellence You Not Only Deserve, But That Your Wealth Demands

SAGE’s Leadership Team is a group of individuals with knowledge, experience and time-tested in managing businesses within the Financial Industry. SAGE leadership adheres to and lives by the four SAGE principles and values: Honesty, Integrity, Accountability and the Pursuit of Excellence.

Leadership Team

Nickolas J. Brait, CFP^®

Partner Emeritus, SAGE CERTIFIED FINANCIAL PLANNER™, RJFS

Noha Elshareif-Taha

Chief Strategy Officer & Partner, SAGE Project Management Consultant, RJFS

Peggy Hauser

Partner, SAGE Wealth Advisor, RJFS

Khaled A. Taha

CEO & Managing Partner, SAGE Wealth Advisor, RJFS

Andy Zimmer

Chief Operating Officer & Partner, SAGE Wealth Advisor, RJFS

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.