Matthew Bond

President & CEO

800-350-4500

(650) 341-1449

mbond@sagecrestwm.com

Cara Banchero

Chief Operating Officer

800-350-4500

650-341-1449

cbanchero@sagecrestwm.com

Neil Fluken, CFP®

Director of Financial Planning and Compliance

800-350-4500 ext. 157

(650) 341-1449

nfluken@sagecrestwm.com

Jerald Henderson, CFP®, ChFC®, CLU®, CFS

Vice President of Investment Operations/Controller

800-350-4500

(650) 341-1449

jhenderson@sagecrestwm.com

Joseph Winslow

Financial Consultant

650-227-0373

(650) 341-1449

jwinslow@sagecrestwm.com

Justin Skelton, CFP®, MBA

Wealth Advisor

650-227-0376

(650) 341-1449

jskelton@sagecrestwm.com

Valerie Cisneros

Executive Administrative Assistant to Joe Winslow, Financial Consultant

650-227-0352

(650) 341-1449

vcisneros@sagecrestwm.com

Marlene Malchow

Assistant to Justin Skelton, Wealth Advisor

650-227-0350

(650) 341-1449

mmalchow@sagecrestwm.com

R. Anthony DiRegolo II, CFP®, CLU®, ChFC®

Wealth Advisor

800-350-4500

(650) 341-1449

adiregolo@sagecrestwm.com

Nolan Ku, CFP®, ChFC®

Wealth Advisor

800-350-4500

(650) 341-1449

nku@sagecrestwm.com

Aaron B. Moore

Wealth Advisor

800-350-4500

(650) 341-1449

amoore@sagecrestwm.com

Jennifer DiRegolo

Administrative Assistant to R. Anthony DiRegolo II, CFP®, CLU®

800-350-4500

(650) 341-1449

jdiregolo@sagecrestwm.com

Peter Evans, CLU®, ChFC®

Wealth Advisor

800-350-4500

(650) 341-1449

pevans@sagecrestwm.com

Stephen Grochol

Wealth Advisor

800-350-4500

(650) 341-1449

sgrochol@sagecrestwm.com

Rachael Mendez

Assistant to Matthew Bond

800-350-4500

650-341-1449

rmendez@sagecrestwm.com

Valerie Vines

Operations Assistant

800-350-4500

(650) 341-1449

vvines@sagecrestwm.com

Paige Stinnett

Assistant to Peter Evans, CLU®, CFP®

pstinnett@sagecrestwm.com

Robert L. Ostenberg

Wealth Advisor

(408) 236-7350 ext. 4

408-776-0966

rostenberg@sagecrestwm.com

Edgardo Bruzzone

Wealth Manager

408-236-7350 ext. 3

408-776-0966

ebruzzone@sagecrestwm.com

Suzanna Morton

Administration Support for Robert Ostenberg

408-236-7350 ext. 2

408-776-0966

smorton@sagecrestwm.com

Liz A. Ostenberg

Practice Administrator for Robert Ostenberg

408-779-7639

408-776-0966

lostenberg@sagecrestwm.com

Jason C. Heise, CFP®, CLU®

Wealth Manager

916-883-1300

650-479-3248

jheise@sagecrestwm.com

Christopher Manzi

Wealth Advisor

800-350-4500

(650) 341-1449

cmanzi@sagecrestwm.com

Jayvee Santos

Assistant to Jason Heise, CFP® CLU®

800-350-4500

(650) 341-1449

jsantos@sagecrestwm.com