Brian believes in living life on purpose, rather than “just showing up.” As a junior at the University of California, Berkeley in the late 1970s, Brian’s professional goals changed. For many years, Brian wanted to become a doctor. While his desire to “cure” people remained, he shifted his studies so he could bring financial wellness.
For the past four decades, Brian has helped small- to medium-sized business owners (serious business builders) address these and other financial issues. A business owner himself, Brian is highly qualified to understand the needs of his entrepreneurial clients. He has dedicated his career to providing his clients—including business owners, health professionals, executives and retirees—with the specialized financial services they need and deserve.
In 1992, after spending 17 years in the Bay Area, Brian and his wife, Georgia, returned to Northern Nevada (they were both raised in Carson City) to start a family and to enjoy the quality of life that the Reno/Tahoe Area affords. For two years, Brian was a financial consultant for Shearson Lehman Brothers in Reno. During that time, he was also an officer for the Reno chapter of Certified Financial Planners and met the then Director of Investments for a Reno-based investment management firm specializing in orthodontic clientele. In 1994, Brian joined that firm, and in 1995, acquired that investment advisory business and formed Sage Financial Advisors.
Brian earned his Bachelor of Science degree in Business Administration/Finance from University of California, Berkeley in 1980, and he holds two of the highest financial professional designations, CERTIFIED FINANCIAL PLANNER™(1986) and Chartered Financial Analyst (1991).
Communities have been great to them, so Brian “returns the favor” and gets involved with civic and professional organizations. He’s past president of the Estate Planning Council of Northern Nevada and Planned Giving Roundtable of Northern Nevada and a member of the University of Nevada Planned Giving Advisory Council. Brian was recently invited to join the Investment Committee for the Community Foundation of Northern Nevada. He’s a past member of Vistage, an international organization of CEOs. He is an active Rotarian, past president of Rotary Club of Reno Central and chairs the stewardship committee for the Club’s 501c3 Foundation. Brian is also a past board member of Renown Health and Hometown Health and currently is a member of the finance and investment committees.
Georgia and Brian have been married for 40 years and are blessed with a lovely daughter. He enjoys the outdoors (including fishing, camping, skiing, abalone diving and driving a tractor) in addition to travel.
Kirstin Griffin joined Sage Financial Advisors in 2003 as director of client relations and investments. Kirstin’s primary roles at Sage are to provide stress-free client servicing and highly effective money management. She brings 15+ years of experience in client service experience in investment management, banking and real estate while working with Davis & Associates, Wells Fargo Bank, Allstate Insurance and Prudential Nevada Realty. Prior to joining Sage, Kirstin was the operations manager for Davis & Associates.
Kirstin graduated with a Bachelor of Science degree with an emphasis on supply chain management at the University of Nevada, Reno in 2004. She is an Accredited Investment Fiduciary
SM, Financial Paraplanner Qualified ProfessionalSM and a Chartered Retirement Planning CounselorSM. Kirstin is currently a candidate for certification with the Certified Financial Planning Board.
She can often be found coaching girls clubs and high school basketball or enjoying the many activities and sporting events in the Reno/Tahoe area with her husband and two daughters.
Kirstin is a member of the Financial Planning Association, University of Nevada, Reno Foundation Planned Giving Advisory Council and Planned Giving Roundtable of Northern Nevada. She is also an active Nevada alumni member. Go Wolf Pack!
Junior Analyst and Operations
Mary joined the Sage Financial Advisors team in 2018 as a junior analyst. When she’s not in the office, you can find her coaching soccer at a local youth club. She enjoys playing soccer in local leagues and spending time with friends and family whether it be traveling or at home for a game night.
Prior to joining Sage Financial Advisors, Mary worked as a management intern at a youth center in California.
Mary earned her Bachelor of Science degree in finance with a minor in mathematics from the University of Nevada in 2018. She is a Financial Paraplanner Qualified Professional (FPQP).