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 Brait bio headshot
Nickolas J. Brait, CFP®
Partner Emeritus
Noha ElShareif-Taha
Noha Elshareif-Taha
Chief Strategy Officer & Partner
Peggy L. Hauser bio headshot
Peggy Hauser
Partner Wealth Advisor
Khaled Taha
Khaled A. Taha
CEO & Managing Partner Wealth Advisor
Andy Zimmer bio headshot
Andy Zimmer
Chief Operating Officer & Partner Wealth Advisor

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.