Meet the Team
Doug Parker, CFP®, AIF®, CHSA®
Senior Vice President, Financial Advisor
Doug Parker is a Certified Financial Planner Practitioner™, an Accredited Investment Fiduciary and a Senior Vice President and shareholder of Sage Rutty & Company. He advises both individual and corporate clients on a variety of financial issues. Doug holds a Master’s Degree in Financial Planning from the College for Financial Planning and graduated with honors from Roberts Wesleyan College in Rochester, New York. He is active in the financial planning community, participates in the local chapter of the Financial Planning Association and is Past President of the Estate Planning Council of Rochester. Doug has been named a Top Retirement Advisor by the Financial Times for three straight years.
James Burke, CFP®, AIF®
Senior Vice President, Financial Advisor
Jim Burke is a Certified Financial Planner Practitioner™, an Accredited Investment Fiduciary and a Senior Vice President and shareholder of Sage Rutty & Company. He also serves as Sage Rutty’s Vice President of Finance. Jim graduated from St. Bonaventure University with a degree in Accounting and is active with the college’s alumni association. Prior to joining Sage Rutty & Company in 1992, Jim spent four years in public accounting with Pricewaterhouse Coopers. He is a graduate of the Wharton School’s Securities Industry Institute.
Craig Gingerich, CFP®, C(k)P®, AIF®, CHSA®
Craig Gingerich is a Certified Financial Planner Practitioner ™, Accredited Investment Fiduciary®, Certified 401(k) Professional®, and Certified Health Savings Advisor®. Craig specializes in helping businesses (see how) and families (learn more) maneuver the ever-changing landscape of finances. When he is not working, Craig is typically spending time with his wife (Alexandra) and puppy (Neptune), playing board games, or volunteering with the United Way through the Emerging Leaders Society and Professional Advisors Council.
Colin J. Young, CFP®, AIF®, CHSA®
Retirement Plans Specialist
Colin Young joined Sage Rutty in 2015, and oversees the Retirement Plan Services Group within the Parker & Burke Team. As an Accredited Investment Fiduciary® Colin specializes in managing the fiduciary responsibility for each of our 401(k) plans and their Sponsors, while assisting with new plan implementation and plan design. He consistently reviews the fund lineup for each 401(k) plan to ensure that clients and their employees have suitable fund options within their plans. In addition, he regularly reviews Recordkeeping Platforms to be sure that our clients and their employees are provided with the latest technology and participant website experience, at a competitive expense. Prior to joining Sage Rutty, Colin worked as a Personal Account Manager for AXA Equitable in Syracuse, NY where he became licensed by the Financial Industry Regulatory Authority and the New York State Insurance Department. During his free time, Colin enjoys spending time with family in the Adirondacks, playing golf and traveling.
Michelle A. Mayes
Senior Financial Services Associate
Private Client Group - Group Lead
Michelle Mayes is a Senior Financial Services Associate with Sage Rutty & Company. She works closely with clients on a daily basis to ensure that every client request is completed in an accurate and timely manner. Michelle has worked in the investment industry for over 10 years. She is a member of the International Association of Administrative Professionals and serves on the Board of Directors and Scholarship Committee for the local Flower City Chapter.
Margie Greer, FPQP™
Margie Greer works with clients on portfolio analysis and asset allocation design. Margie also plays an important role in her team’s client communication program. She has extensive experience working with both sponsors and participants in retirement plans, particularly 401k profit sharing plans. Margie has been serving the corporate investment community for over 20 years in the commercial banking and benefits areas. She earned her Bachelors Degree from Smith College and holds an MBA from Boston College.
Retirement Plans Associate
Shannon Meyer is a Retirement Plans Associate at Sage Rutty. She works closely with our 401k clients to process all requests promptly. During Shannon’s six years of management experience in the security industry, she earned recognition for delivering outstanding results and living core values of trust, collaboration, service and innovation including the company’s most prestigious award. She looks forward to bringing this dedication to client service and values to the financial services field. Shannon has an Associate Degree in Business Administration.
Financial Services Associate
Jamie Heisch is a Financial Services Associate at Sage Rutty. She has extensive experience working in client focused environments and enjoys identifying the unique needs of each client in order to provide the highest level of customer service. Previous to Sage Rutty, Jamie worked as a grants manager and supported private family foundations in grant-making activities including compliance, finance, and creating efficiencies. Jamie earned her MPA from the University of Washington. In her free time, she enjoys exploring new hobbies and traveling.