Our Team

We believe our role is to educate and guide our clients, so they feel empowered and confident to pursue their life goals. Our goal is to help you take a proactive approach to your financial situation. We are dedicated to helping you make sound decisions for your financial future.

Jenine Stafford

Financial Advisor

Sydney O'Quin Gilbert, CFP

Managing Partner

Megan Raden

Wealth Planning Associate

Roger Louis O'Quin, Jr., CFP, ChFC

Managing Director

Amanda M. Clark

Senior Registered Account Administrator

Amy Schneider

Client Service Associate

Sagebridge WM Team 2025