SageView Adds Six to Retirement Team
IRVINE, CA, September 6, 2012 -- SageView Advisory Group, a premier independent retirement plan advisory firm, recently announced the addition of six retirement industry veterans to the SageView team. Sara Jaggars, Tim Duncan and Gregory Koehler are the newest additions to the Kansas City office, while Julie Kim and Dan Quirk, CFA, CFP have joined SageView's Western office located in Irvine. Mark Foster is the newest member to join SageView's Boston office.
Prior to joining SageView, Jaggars held the role of Portfolio Manager at M&I Institutional Trust Services, a division of M&I Bank. Sara joins SageView as a Senior Investment Advisor and brings more than 13 years of experience in the financial services industry.
Also coming from M&I Bank, Duncan brings 14 years of industry experience with his most recent role being Vice President and Institutional Portfolio Manager for M&I Retirement Services. He joins SageView as a Retirement Plan Consultant.
Koehler was most recently a Financial Advisor for Raymond James Financial Services in Columbus, OH. In his new role with SageView, Koehler will co-lead the Wealth Management division for SageView‘s Midwest Region.
Rounding out the Western Advisory team, Kim joins SageView from Wells Fargo where she served as an Account Executive. Julie has worked exclusively in the retirement industry for over 16 years and will continue her career as Account Executive with SageView. Quirk joins SageView from his prior roles as Partner at San Francisco-based Seacliff Capital and as an Investment Analyst at J.P. Morgan. His current responsibilities at SageView include Senior Investment Advisor and Investment Committee member.
Foster brings 16 years industry experience that includes prior positions with CIGNA, Putnam Investments and The Hartford. Foster will be based in SageView's Boston office and will focus on retirement plan consulting of new business and relationship management.
"I am thrilled to add such a talented group of retirement professionals to our team. We have continuously built our company on the industry's best talent, which I consider the foundation of our success," said Randy Long, SageView Founder and CEO.
About SageView Advisory Group
SageView Advisory Group is an SEC Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises 401k, 403(b), 457, defined benefit and deferred compensation plans. Our headquarters are in Irvine, California, and we maintain offices in Austin, Boston, Chicago, Houston, Kansas City, Knoxville, Los Angeles, Milwaukee, Minneapolis, Omaha, Richmond, San Francisco, Washington, D.C., and West Palm Beach. SageView is one hundred percent employee-owned. For more information about SageView, visit www.sageviewadvisory.com or call (800) 814-8742.
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