Sage Wealth Planning

Paige Millikin is a CFP® and holds a Series 65 license with three years of industry experience. She currently works at Sage Wealth Planning, where she has been employed since 2022. Her prior experience includes roles at Advanced Wealth Strategies and Custom Accounting, as well as multiple positions at Central Michigan University. Sage Wealth Planning provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a primarily passive investment approach with diversified portfolios and offers services under ERISA fiduciary standards.

Ethan Kok is a CFP® and Series 65-licensed advisor at Sage Wealth Planning with four years of industry experience. Prior to joining Sage Wealth Planning in 2021, he worked at Dow Chemical Company and Michigan State University. Outside of advising, he invests personal capital in small multi-unit real estate properties and assists with their management. Sage Wealth Planning provides investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and retirement plans. The firm employs a risk-based, diversified investment approach combining primarily passive strategies with occasional active management.

Zackary Smutzer is a financial advisor at Sage Wealth Planning in Addison, TX, holding a Series 65 designation. He has one year of industry experience, including prior work at Carter Advisory Services and four years at Texas A&M University. Sage Wealth Planning offers discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs risk-based, diversified portfolios with a primarily passive approach supplemented by occasional active management.