Financial Planning Analyst
Gage joined the firm in 2017 and serves as a Financial Planning Analyst. He collaborates with advisors and analysts to prepare financial plans and investment reviews. He is also a member of the firm’s investment committee. Gage holds the Series 65 license and is currently pursuing the Certified Financial Planner ® designation.
Gage earned a Bachelor of Business Administration in Financial Planning from the University of Akron. During his education he served as the Vice President of the Financial Planning Association Student Chapter at the University of Akron and worked with a financial advisory firm. His past experiences range from collaborating with advisors in preparation for client reviews to investment analysis and research.
Gage currently resides in New Philadelphia and enjoys spending time with his family, as well as living an active lifestyle.