Services & Specialties
Jeff and his team work tirelessly to make sure their clients retire with peace of mind. His practice's main focus is helping individuals and families build and navigate a financial plan that will help them meet and often exceed their financial goals. As those goals and objectives change, Jeff and his team will meet to review and adjust the plan accordingly to optimize success rate.
Services & Specialties:
Long Term Cash Flow
Financial Behavioral Analysis
403b & Pension Maximization
Meet the Team
Jeff joined Sage Rutty in 2021 and with a passion for business and financial wellness. His practice is focused on listening to client’s needs and finding proactive solutions to help them meet their financial goals. His philosophy is that finance is more about behavior than asset allocation, and he believes that proper coaching and a defined process will lead to continued success.
Jeff holds his Series 7 and 66 licenses with FINRA (Financial Industry Regulatory Authority). He also holds licenses with NYS Life, Accident and Health Insurance.
Jeff lives in Victor with his wife, Chelsey, and son Beau. He is a graduate of the SUNY Geneseo and Finger Lakes Community College.
Catherine has been in the financial industry for over 30 plus years. She has a vast knowledge of Operations procedures. With that knowledge, she assists her Advisors’ clients with multiple requests.
Catherine has a great relationship with clients, always providing them with professional service and a smile.
While at Sage Rutty Catherine obtained her FPQP License™ (Financial Paraplanner Qualified Professional); she is also a Notary Public.
Catherine loves spending time with her son Jonathan and her niece Rachel.
Financial Planning Department
One of the many benefits of working with a Sage Rutty Advisor is the access you receive to our Financial Planning Department.
Led by Aaron Young, CFP®, CRPC®, CHSA®, AIF® and Vince Carson, CPA, our Financial Planning Department provides decades of experience in the Financial Planning realm.