Retirement

Concierge Service

401(k)

Services

Meet the Team

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Craig Gingerich, CFP®, AIF®, CHSA®

Financial Advisor 

585-512-2385

Craig Gingerich is a Certified Financial Planner Practitioner™ focused on helping working class individuals maneuver around the retirement landscape. Craig has been working in Financial Planning since 2013 with experience in personal finance and employer sponsored benefits.  In his spare time, Craig serves as chair of the United Way Emerging Leader Society and is involved in the local chapter of Toastmasters International. Outside of the professional landscape, Craig enjoys volleyball and is a board game enthusiast.

Margie Greer, FPQP™

Portfolio Analyst

585-512-2323

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.

Ryan T. Miller

Retirement Plans Associate 

585-512-2369

Ryan Miller joined Sage Rutty in February of 2018 as a Retirement Plans Associate within the Parker & Burke Group. Committed to improving individual’s ability to retire comfortably, Ryan works directly with 401(k) participants to help them on a path towards retirement success. Ryan uses his previous experience working in asset management to provide the best possible service. Originally from the Rochester area, Ryan stayed in western New York to get his degree from the University at Buffalo graduating with honors in Business Administration – Finance and a minor in Economics. When out of the office Ryan enjoys spending time outdoors and on the Finger Lakes.

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Shannon Meyer

Retirement Plans Associate 

585-512-2312

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.

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Colin J. Young, CFP®, AIF®, CHSA®

Retirement Plans Specialist

585-512-2334

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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. 

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Jamie Heisch

Financial Services Associate 

585-512-2356

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.

 
 
 
 
 

Doug Parker, CFP®, AIF®, CHSA®

Senior Vice President, Financial Advisor

585-512-2337

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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.

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James Burke, CFP®, AIF®

Senior Vice President, Financial Advisor

585-512-2308

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.

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Michelle A. Mayes

Senior Financial Services Associate

Private Client Group - Group Lead

585-512-2337

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.

 
 
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Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

© 2020 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC