Meet the Sage Wealth Partners Team
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 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.
With more than two decades of investment and banking experience, Caitlyn is a valued member of the Sage team. 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 brings more than 15 years of experience in customer service and client relations. She is dedicated to building strong relationships with clients and is known for her exceptional work ethic.
A Seacoast native, Jessie lives in York, Maine, where she enjoys hiking, boating, and spending time outdoors with her husband, Nick, and their four children, Wyatt, Harper, Archer, and Vinny.
We look forward to helping you!