• Our People

    Jeffrey M. Garell, CFP®
    President & Founding Principal

    With nearly 30 years of industry experience in Southern California, Jeff has made a career of providing clients with outstanding personalized service in the development of wealth management strategies. He is a Certified Financial Planner™ practitioner and is an active member of the Financial Planning Association of Orange County. More about Jeff >>

  • Karin Mason Garell
    CFO and Secretary

    Karin followed a family legacy to UCLA, where she graduated from the College Honors Program with a B.A. in Mass Communications, Phi Beta Kappa, Magna Cum Laude. She continued her studies and graduated with a J.D. from UC Berkeley's Boalt Hall School of Law. More about Karin >>

  • Douglas W. Baker
    Investment Committee

    Doug has been a Managing Principal with Silversage Advisors and recently stepped back from day-to-day operations to focus more of his time on investment research and additional personal pursuits. More about Doug >>

  • Jacqueline Garcia-Evans
    Director of Operations

    A 22-year veteran of the financial services industry, Jackie joined Silversage Advisors in May 2015 as our firm’s Director of Operations. Prior to Silversage, she was the Operations Manager for Liberty Wealth Mangement and a registered representative with Royal Alliance Associates for 13 years. More about Jackie >>

  • Cynthia A. Terrazas
    Client Services & Operations

    Cynthia has worked alongside Managing Principal Doug Baker for more than 30 years gaining substantial experience in the financial services arena. Working primarily in the client operations area, her keen attention to detail and genuine fondness for those she serves has earned her their respect and fondness. More about Cynthia >>

  • Matthew J. Mendoza
    Client Services

    Matt joined Silversage Advisors in 2016 after graduating from San Diego State University with a B.S. in Financial Services, Cum Laude. While studying at SDSU, he earned his Certificate in Personal Financial Planning that allows him to sit for the Certified Financial Planner™ exam. More about Matthew >>

  • Kristin J. Evans
    Portfolio Operations

    Kristin joined Silversage in the spring of 2016, bringing over 25 years of experience in trading, investment analysis and portfolio management. She leads the Silversage Investment Committee (SIC) and is responsible for the primary research and trading of our model portfolios. More about Kristin >>