Meet the
Team
“We work together to ensure our clients success and happiness.”
As a team, Katrina, Ryleigh, Sue and Kaylee 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.
Sue Landon brings over 30 years of experience within the securities industry to our team as a senior registered financial services associate. Sue holds both the Series 7 & 63 licenses with the Financial Industry Regulatory Authority (FINRA).
She has extensive knowledge and experience assisting in the day-to-day operations, ensuring accuracy and timeliness for each of our client’s requests.
Sue is a lifelong resident of Rochester, where she attended Monroe Community College and now resides in Ontario, NY with her husband Mike and their two dogs - Willson & Murphy.
When she is out of the office, Sue enjoys cooking, traveling and gardening.
Ryleigh Mattle is the newest addition to our team. She joined as financial advisor, working 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) and performs as a Notary Public.
She lives in Downtown Rochester where she spends time with friends and family, enjoying the local restaurants & entertainment, exercising and traveling.
Kaylee Johnson joined Sage Rutty in 2015 as a Financial Services Associate. She is a graduate of SUNY Geneseo, where she received her bachelor’s degree in Accounting. She holds both the Series 7 & 66 licenses with the Financial Industry Regulatory Authority (FINRA), as well as being a Notary Public.
Kaylee works closely with Sue to ensure the highest ongoing level of customer service. Her responsibilities include assisting the team with all the operational functions such as scheduling appointments, meeting preparation and money transfers.
In her free time, Kaylee enjoys spending her spare time with her husband, Scott, friends and two dogs, Porter & Ollie.
Seminars
Spring Cleaning
Spring 2020 dates coming soon!
Have you ever wondered what financial documents you
should keep, where you should store them, and how long you are required to retain them? In this workshop, we will show you how to set up a clearly-defined record keeping process so you know what you have and where to find it. Walk away with simple tips designed to keep your home organized and clutter-free for years to come.