Tim Dabrieo, CPFA®
CEO | Wealth Advisor
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.
Bethany Goodrich, CFP®
Financial Planner
Bethany joins Sage as a Financial Planner with a passion for truly listening to clients and understanding what matters most to them. She is dedicated to helping individuals and families clarify their goals to create financial strategies that support the life they envision. In her free time, Bethany loves being by the beach or the lake and can often be found cheering on her two boys at the hockey rink.
Caitlyn Lessard
LPL Registered Administrative Associate
Caitlyn joins Sage with two decades of investment and banking experience. She holds a Bachelor of Arts in Economics from Simmons University. 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 four children Wyatt, Harper, Archer and Vinny.
We look forward to helping you!