Neil, the planner on the team, enjoys complicated, complex financial planning. Before joining Sage Rutty in 2001, Neil practiced law as a member of one of the oldest law firms in Rochester where he specialized in estate and gift taxation as well as business succession planning. Neil’s focus now is to help clients plan for and take distributions in retirement.

​

​

Laura takes a proactive approach to her work. She’s often the one reaching out to clients between meetings, and making sure she keeps her finger on the pulse of what is happening both in their lives, and in the market. Together with Neil, Laura implements the investment plan for clients, monitors the plan and makes recommendations when the plan needs to be rebalanced. Laura has been with Sage Rutty since 2001. She is active in the community and volunteers with Junior Achievement. 

Kate Keenan has been with Sage Rutty for over 5 and is Sage Advisor's Relationship Manager. Before joining Sage Rutty, Kate worked as a paralegal for one of the largest law firms in Rochester.  She earned her Bachelor’s Degree in Psychology from SUNY Brockport and her Paralegal Studies Certificate from Penn State. Kate holds both Series 7, and Series 66 licenses.

​

​

​

Lauren is the newest addition to the Sage Advisors Team and works alongside Nancy Templeton and Kate Keenan in assisting with client meeting preparation, operational functions, and overall client service. Before joining Sage Rutty, Lauren worked as an office administrator. She earned her Bachelor’s Degree in Business Administration with a minor in Marketing from SUNY Geneseo. Lauren also holds her Series 7 licenses and is currently studying for her Series 66 license.