Broker Check



Stewart has spent over 30 years in the financial advisory profession. He typically works with affluent families, Fortune 500 executives and substantial closely-held business owners.

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Phil has been serving clients for over 15 years in a financial advisory capacity. His mission as a financial planner is to assist his clients in identifying opportunities for improving their current financial situation.

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Paul joined Sagemark Consulting in October 2001, after more than 11 years' experience in financial services.

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Christian Amsberry joined Sagemark in 2015. 

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Melanie is a passionate and deeply dedicated CERTIFIED FINANCIAL PLANNER TM Practitioner with over 15 years’ experience serving successful professionals, business owners and affluent families. 

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A Napa native, Rhonda joined our team in 2010. With over 20 years of experience in the financial planning industry, Rhonda utilizes her extensive knowledge and experience to manage all aspects pertaining to investments.

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Catherine Sadler

Executive Assistant to Paul Solorzano


Julie Cutler

Investment Coordinator