Our Team

• 

  Albert Cornel

  Financial Services Specialist

  Phone Number 805-484-1011 x108

  Email acornel@sagepointadvisor.com

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• 

  Cyndee Foscue

  Investment Advisor Representative

  Phone Number 805-484-1011 x109

  Email cfoscue@sagepointadvisor.com

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• 

  Richard Frank

  Registered Representative

  Phone Number 805-484-1011 x116

  Email rfrank@sagepointadvisor.com

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• 

  Susan Green

  Branch Manager
  
  

  Phone Number 805-484-1011 x122

  Email sgreen@sagepointadvisor.com

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• 

  Robert Harrell

  Investment Advisor Representative

  Phone Number 805-484-1011 ext 110

  Email rharrell@sagepointadvisor.com

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• 

  Lisa Lewis

  Financial Advisor*
  
  

  Phone Number 805-484-1011 x105

  Email llewis@sagepointadvisor.com

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• 

  Barbara Orechoff

  Investment Advisor Representative

  Phone Number 805-484-1011 x114

  Email borechoff@sagepointadvisor.com

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• 

  Sue Osborn

  Registered Representative

  Phone Number 805-484-1011 x128

  Email sueosborn@sagepointadvisor.com

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• 

  Nancy Serritella

  Registered Representative

  Phone Number 805-484-1011 x132

  Email nserritella@sagepointadvisor.com

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• 

  Barbara "Bobbie" Shufani

  Registered Representative

  Phone Number 805-484-1011 x127

  Email bshufani@sagepointadvisor.com

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