Anne Arbuthnot, CFP®
Partner
Anne has been a financial advisor since 1987. As a financial advisor she offers investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, she can help.
Tim Dabrieo CPFA®
Partner
Family is Tim's true passion in life. He enjoys the outdoors, gardening, all Boston professional sports teams, and music. Above all he enjoys sharing all of these hobbies with his wife, Christine, and three sons, Gavin, Caleb and Parker.
Caitlyn Lessard
Advisor Assistant
Caitlyn joins Sage with two decades of investment and banking experience. She holds a Bachelor of Arts in Economics from Simmons University and a Financial Planning Certificate from Boston University Center for Professional Education. With an eye for detail, she looks forward to working with clients to improve their financial lives.
After years of Boston living, Caitlyn and her husband Nick now live in her home state of New Hampshire where they enjoy traveling, sports, live music, and tackling home improvements.
Jessie Pratt
Advisor Assistant
Jessie joins our team having worked in the medical field and customer service for over ten years. She prides herself on maintaining close client relationships and a strong work ethic. A seacoast native, she currently lives in York, Maine, where she enjoys hiking, boating and anything outdoors with her husband Nick and their three children
Wyatt, Harper and Archer.