• 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 >>

  • Daniel D. Sands, CFP®
    Managing Principal

    Daniel joined Silversage Advisors in 2002 and brings more than 20 years’ experience in the financial services industry to the firm. After graduating magna cum laude with a B.S. degree in Finance, Real Estate and Law from Cal Poly Pomona, he is now a Certified Financial Planner™ practitioner and an active member of the Financial Planning Association of Orange County. More about Dan >>

  • 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 >>

  • Leah M. Petrov
    Client Services

    Leah is a Cal State Long Beach graduate with a degree in Business Economics and a heartfelt enjoyment of the wealth planning process with clients. Her appreciation of the importance that retirement income planning and personal goal setting plays in determining the quality of peoples’ lives has led her to pursue a Certified Financial Planner™ certification at the University of California, Irvine. More about Leah >>

  • Aryn P. Sands
    Operations

    Aryn joined Silversage Advisors in 2009 and has been in financial services since 1996. She graduated from Pitzer College, one of the Claremont Colleges, with a B.A. degree in Economics and an emphasis in Mathematics. She also completed the CFP® Certification Professional Education Program through the College for Financial Planning and is past treasurer of the San Gabriel Valley Financial Planning Association. More about Aryn >>

  • 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 >>

  • Yuhsin Wang, CFP®, CPA, MBA
    Financial Advisor

    A Certified Public Accountant in the state of California, Yuhsin started her career in public accounting with Ernst & Young before her passion for personal financial planning led her to join Silversage Advisors in April 2014. Presently, Yuhsin is a service advisor to our clients and is part of our firm’s investment research committee. More about Yuhsin >>

  • 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 >>