Sandy firmly believes that investing money is critically important, but she knows that enjoying life is equally important. Finding the right balance between building an investment portfolio for the future and enjoying life today is her sweet spot.
Teresa joined Sage Rutty & Co. in April of 2013. Her strong work ethic coupled with her client-first attitude make her an ideal team member. Teresa received an undergraduate degree from Mercyhurst College where she graduated Summa Cum Laude. She went on to earn a Master’s Degree from Nazareth College. Teresa is a Certified Financial Planner® and a Financial Paraplanner Qualified Professional™. She is licensed in New York State in Life, Accident, and Health Insurance and she holds Series 7, 63 & 65 licenses with the Financial Industry Regulatory Authority (FINRA).
Lisa joined Sage Rutty & Co. in January of 2021. She comes to Sage Rutty with 20 years of experience in client focused pay roll services. Her strong customer service skills and work ethic coupled with her can-do attitude make her the perfect addition to Sandy's Team. She lives in Webster, NY with her husband and enjoys spending time with her large extended family and friends.
One of the many benefits of working with a Sage Rutty Advisor is the access you receive to our Financial Planning Department.
Working in tandem with our advisors,
Victoria Chase Parker, CFP®, CDFA®, CHSA® and
Aaron Young, MSPFP, CFP®, CRPC®, CHSA®, AIF®
provide decades of experience in the Financial Planning realm.