Creating & Preserving Wealth for Generations
Meet the
Team
“We work together to ensure our clients success and happiness.”
As a team, Katrina, Ryleigh and Kayla are dedicated to helping their clients develop a financial road map to achieve their financial goals. Whether it be questions about investing, insurance or estate planning, Katrina and her team are there to help.
Katrina Smith is a Certified Financial Planner & a Senior Vice President at Sage Rutty & Co. Prior to joining Sage Rutty in 2001, she spent 18 years starting her career at E.F. Hutton.
For Katrina, everything stems “from the heart,” and therefore, her focus has always been on building trusting relationships with each of her clients and their families. She understands that no two clients are alike, which is why she is committed to understanding the specific circumstances of everyone she advises. Establishing goals, developing tailored strategies and recommending solutions are all components of Katrina’s wealth management practice.
Katrina engages with her clients on a continuous basis to review their progress towards their goals and objectives, along with addressing any changes along the way in the client’s life.
Katrina truly enjoys helping her clients comprehend and organize their financial lives. Her bold character, honesty, and willingness to listen is what keeps her clients coming back, making her one of Sage Rutty's most successful advisors.
When she is not at work or enjoying her home on Conesus Lake with her four dogs, she can be seen out traveling or golfing.
Ryleigh Mattle, CFP®
Financial
Advisor
rmattle@sagerutty.com
585-512-2352
Ryleigh Mattle works alongside Katrina with a focus on helping clients with financial and retirement planning. She conducts the critical research necessary to make knowledgeable investment selections and closely monitors the investments within clients’ accounts to ensure that each clients’ unique situations are appropriately addressed within their portfolios.
She is originally from Livonia, NY, but traveled to Ohio to attend Bowling Green State University where she received her BS in Actuarial Science. Ryleigh then returned to the Rochester area and graduated with her MBA from St. John Fisher College. She is licensed in NYS Life, Accident & Health Insurance, holds her Series 7 & 66 licenses with the Financial Industry Regulatory Authority (FINRA), is a Certified Financial Planner® (CFP®) and performs as a Notary Public.
She lives in Fairport where she spends time with friends and family, enjoying the local restaurants & entertainment, exercising, and traveling.
Kayla Joined Sage Rutty and the Katrina Smith team as a Financial Services Associate in 2020. She works with clients to schedule appointments and other client requests.
Kayla graduated from SUNY Cortland in January of 2018 with a BA in Political Science with a concentration in Law and Justice, and minored in Psychology as well.
She is originally from West Irondequoit but now resides in the Neighborhood of the Arts in Downtown Rochester with her dogs.
Seminars
Spring Cleaning
When is the optimal time to claim Social Security benefits? In this workshop we will discuss how the timing, spousal benefits, cost of living adjustments, and other complexities of Social Security can greatly impact your retirement plan. These tips will help savvy individuals maximize their benefits in retirement.