Sage Financial Systems and LPL Financial do not provide legal or tax advice and services.
Please consult your legal or tax advisor regarding your specific situation.
Sage Financial Systems collaborates with a number of subject matter specialists to provide our clients with a strategy that encompasses all areas of your finances. At no additional cost to you, Sage Financial Systems utilizes their knowledge and experience to further assist in designing a plan, so you can strive to achieve your goals.
You are under no obligation to use the services of any of the strategic partners shown, and may choose any qualified professional to provide any of the services described above. These persons and their services are not affiliated with LPL Financial and Sage Financial Systems.
Sage Financial Systems has partnered with Independent Advisor Alliance, a Registered Investment Advisor. IAA provides its affiliated advisors with a broad range of customized support services designed to optimize efficiencies and ease operational burdens. Independent Advisor Alliance has more than 145 partner advisor firms in 25 states. This affiliation with Independent Advisor Alliance allows Sage Financial Systems to focus solely on financial planning, asset management, and providing exceptional service to clients. Independent Advisor Alliance is a separate entity from LPL Financial.
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. They serve independent financial advisors, professionals, and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables Advisors to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning, and asset management solutions.
*Based on total revenues, Financial Planning magazine June 1996-2025
Since 2003, Jeb Zoller, CFP®, has served as a Wealth Advisor and has dedicated himself to assisting clients in keeping their entire financial house in order. He works closely with families and privately held company business owners, utilizing “Values Based Financial Planning™” to develop and implement comprehensive financial plans and strategies. Jeb provides a detailed and personal approach when serving as a multi-generational manager for clients who enjoy that benefit.
Jeb collaborates with a client’s team and experienced professionals in tax planning, money management, insurance, and estate planning – utilizing their expertise to address all aspects of each client’s financial plan. His mission is to develop a diversified and flexible strategy for clients, supporting them as they strive to balance the life they live now while planning for the future.
Jeb is a former U.S. Army Major, Jumpmaster with the 82d Airborne Division, and a graduate of the U.S. Military Academy at West Point. He is truly passionate about comprehensive financial planning and caring for his clients and their families. Jeb currently resides in Columbia, SC, with his wife and three children. He is a former Board Member for the Ben Lippen School, an active member at Shandon Baptist Church, a leader in the F3 Community (AKA Ripcord), and a member of the Financial Planning Association. Outside of the office, Jeb enjoys spending time with family and friends, playing golf, and travelling.
Sabrina Bryant is the Chief Operating Officer, Operations Manager (LPL) for Sage Financial Systems. As a child with parents in the military, Sabrina moved around in her formative years and has been living in Columbia, SC for nearly two decades. Sabrina holds a Doctor of Health Administration from Medical University of South Carolina, two Master’s degrees in both Business Administration and Health Administration from South University, a Bachelor’s degree in Business Information Systems from DeVry University, and a Project Management Professional certification from the Project Management Institute. In her free time, Sabrina loves to travel, write, read, watch movies, and enjoys spending time at the beach with her family.
Lisa Elsenheimer is the Chief Administrative Officer for Sage Financial Systems. A native of Fayetteville, NC, she has called Columbia, SC home since 1998. She holds a degree in History from Auburn University. When not in the office, Lisa can be found traveling with her son, shopping for antiques with friends, and rooting for the Auburn Tigers.
Jane Reichard is a Registered Private Wealth Client Specialist and Certified Financial Planner at Sage Financial Systems. Hailing from Charlotte, NC, Jane earned her Bachelor of Science in Biochemistry from Berry College in Georgia and her Masters of Fine Arts in Dramatic Arts from The University of North Carolina at Chapel Hill. She now lives in Northern Virginia and is enjoying all that the National Capital region has to offer. Jane has been working in the finance industry since 2020, mainly in the Private Wealth arena. During her free time, Jane enjoys theatre, reading, and hiking.
Jennifer Rambert serves as Manager of Client Relations at Sage Financial Systems, where she brings structure, clarity, and detailed execution to every aspect of our internal processes. Raised in a military family, she moved frequently before her family settled in Northern Virginia. Growing up in many different communities shaped her adaptability, resilience, and appreciation for strong systems that help people thrive.
She earned her Bachelor of Science in Biological Sciences and Microbiology from Clemson University and later expanded her professional expertise by earning both her Project Management Professional (PMP) certification and ITIL certification. Her background reflects a rare combination of analytical precision and process excellence. These qualities ensure that our team operates efficiently so we can consistently exceed our clients’ expectations.
At home, Jennifer is the proud mother of five children. Outside of work, you will most often find her traveling to cheer on her kids at their various sporting events – a role she considers one of her most important and rewarding.
Her commitments to organization, teamwork, and service, both at work and at home, make Jennifer an invaluable part of the Sage team.
Jodie Smith serves as the Client Contact Specialist for Sage Financial Systems. Born in Ft. Carson, Colorado, Jodie has lived in Lexington, SC since 2009. She resides with her husband, their two children, and two dogs. Jodie holds a Master’s degree in Education from Georgia Southern University and works part-time as a pre-school director, in addition to her work at Sage Financial Systems. When not in the office, she enjoys spending time with friends and family and visiting small coffee shops.
Nick Sherrer is a Financial Planning Assistant for Sage Financial Systems. Nick started working for Sage as a Summer Intern in 2023 and came back to Intern again in the summer of 2024. He passed his CFP exam in 2025 and has been working since then to complete the 4,000 hours of apprentice experience to earn the full designation. Nick has a Bachelor of Science from Clemson University in Financial Management with an emphasis in Financial Planning and a minor in Accounting.
When Nick is not planning at Sage, he enjoys watching college sports (Go Tigers!), going to the gym for a pick-up game, or spending time with friends. Nick is a lifelong learner and enjoys reading non-fiction books and traveling. He spent a semester in the Netherlands where he learned, first-hand, about the concept of living into his Ideal Life.
Kelsey is a seasoned insurance professional with more than ten years of dedicated service in the industry. Having navigated key roles in claims management and onboarding, she possesses a deep understanding of the policyholder’s journey from start to finish. Her versatile skillset covers Property, Casualty, Life, and Health insurance, as well as Employee Benefits strategies.
Kelsey holds a degree in English Literature from American Military University, a testament to her love for storytelling and analytical thinking. As an Arkansas local, she spends her weekends discovering the Natural State’s hidden gems with her three teenage children. Whether it’s a local concert, a new movie, or a quiet afternoon with a great book, Kelsey appreciates the vibrant culture and beauty of her home state.
Jessie A. Carter is the Administrative Assistant and Building Manager for Sage Financial Systems, where she supports daily administrative functions, oversees building operations, and helps cultivate a welcoming, efficient, and uplifting environment for both clients and staff.
A proud Columbia native, Jessie brings nearly two decades of finance experience, giving her a strong foundation in organizational flow, client communication, and operational balance. Her background in administrative leadership, project coordination, and customer service allows her to approach every task with professionalism and a distinctive creative flair.
Outside of her role at Sage Financial Systems, Jessie is a certified interior decorator who enjoys developing event concepts, exploring design and décor ideas, and engaging in a wide range of creative projects. She also loves content marketing, photography, and creating art in her spare time. Jessie is passionate about transforming spaces, crafting meaningful experiences, and bringing fresh, inspired energy to every environment she touches.
Aileen Mendez serves as Administrative Assistant in the Money Management division of our Strategy Team at Sage Financial Systems. Aileen has been working in financial services for the past 9 years and has experience in the banking and advisory realms. Based in Colorado, Aileen enjoys cheering on all the professional sports teams in the local area. Aileen and her 2 dogs, Brody and Romeo, love to spend time outdoors on long walks or hiking to take in the beautiful scenery in the Denver area.
Annette Ruzicka is the Recruiting and Marketing Manager for Sage Financial Systems. As a military spouse Annette, her husband, and six children traveled the world for 25 years. Now that most of her kids are in college and beyond, the family lives outside of Richmond, VA. With a Journalism degree from Drake University, Annette studied Advertising, Public Relations, and Media Graphics, with minors in English and Marketing. Her experience as Marketing Director in the credit union industry and serving with countless volunteer organizations led her to join the Team at Sage. When not working or cooking for her family, Annette enjoys reading, hiking in the woods, spending time with friends, and traveling to out-of-the-way places.
