SAGE 360 Advisors LLC

Cristine Calkins is the principal advisor at Goose Valley Consulting, LLC, an independent firm based in Sheridan, Wyoming. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to founding Goose Valley Consulting, she worked at Frontier Asset Management for twelve years. Outside of financial advising, she owns and operates Goose Valley Consulting, a non-investment business, and manages an Airbnb property in Sheridan. Goose Valley Consulting serves a small number of clients, including individuals, high-net-worth individuals, and trusts, focusing on written financial plans, one-time consultations, and as-needed advice rather than ongoing portfolio management. The firm uses fundamental analysis to develop tailored plans and refers clients to third-party money managers when active asset management is desired.

Kathleen Peer is a financial advisor at SAGE 360 Advisors LLC with 30 years of industry experience. She holds a Series 63 designation and has worked at Peer Law Firm since 2011 while also serving at Sage360 Advisors since 2007. Outside of financial advising, she is an investor in Coalbed Methane Solutions LLC, a company that develops and manufactures down-hole sensor equipment for oil and gas wells. SAGE 360 Advisors serves individual and high-net-worth clients, as well as trusts and estates, managing approximately $21 million for about two dozen households. The firm provides portfolio management and financial planning services, primarily using fundamental analysis and a variety of investment strategies, and maintains a mostly non-discretionary management approach.