Designing Financial Solutions for Your Lifestyle
Neil and Laura Frood are not just great advisors, they’re true partners. This husband and wife team brings a unique perspective to each of their exclusive clients, whom they value and assist with individual care. The operational arm of the Team is run by Nancy Templeton who is the most senior financial services associate at Sage Rutty.
Meet The Team
Together, Neil, Laura, Nancy and Kate are committed to helping their clients, their families and their friends; and if a prospective client is not the right fit, they are happy to help them find someone who is. Their focus is high level, complicated financial planning, and that requires a very specific kind of financial approach. It also requires experience – of which combined the team boasts 50 years of financial services work.
Neil Frood, JD
Senior Vice President,
Neil, the planner on the team, enjoys complicated, complex financial planning. Before joining Sage Rutty over 15 years ago, Neil practiced law as a member of one of the oldest law firms in Rochester where he specialized in estate and gift taxation as well as business succession planning. Neil’s focus now is to help clients plan for and take distributions in retirement.
Laura S. Frood, AAMS®, CFP®
First Vice President,
Laura takes a proactive approach to her work. She’s often the one reaching out to clients between meetings, and making sure she keeps her finger on the pulse of what is happening both in their lives, and in the market. Together with Neil, Laura implements the investment plan for clients, monitors the plan and makes recommendations when the plan needs to be rebalanced. Laura has been with Sage Rutty since 2001. She is active in the community and volunteers with Junior Achievement.
Nancy F. Templeton
Financial Services Associate
Nancy has been at Sage Rutty for nearly 20 years, with an additional 15 years in the financial services industry. She takes pride in her work and in servicing the Sage Advisors Team’s clients. Her dedication, work ethic and knowledge of financial operations is unmatched. She assists the team with scheduling appointments, client money transfers and all the operational functions for the team. When she is not working she keeps busy spending time with her husband Jimmy and her 3 adult children.
Registered Financial Services Associate
Kate Keenan is the newest addition to the Sage Advisors Team and works alongside Nancy Templeton in assisting with client meeting preparation, operational functions, and overall client service. Before joining Sage Rutty, Kate worked as a paralegal for one of the largest law firms in Rochester. She earned her Bachelor’s Degree in Psychology from State University of New York, Brockport and her Paralegal Studies Certificate from Penn State. Kate holds both Series 7, and Series 66 licenses.
Financial Planning Lifecycle
We design a comprehensive wealth management plan for our clients, based on their position in the life cycle of financial and investment planning. Our goal is to assist our clients in designing and implementing financial solutions for their lifestyle.