The Art of a Steady Path
The Silversage Difference
In nature, cairns — carefully stacked stones — mark the path for those navigating uncertain terrain. At Silversage, we take a similar approach to guiding your financial journey. Our planning process is built around four balanced stones, each one designed to help you feel more grounded and supported as you move forward. Together, they create a plan that is personal, purposeful, and resilient.
Assurance
The freedom to live your life knowing your financial future is organized, intentional, and on track.
Clarity
A clear financial plan that helps you understand where you are, where you're going, and exactly how you'll get there.
Confidence
The confidence that comes from knowing your plan is aligned with your priorities and backed by informed guidance.
Stability
A steady strategy built to support your goals through market changes, life transitions, and long-term growth.
If one is overlooked, the structure can falter—just like a cairn that can’t withstand the elements. But when each piece is placed with care, it creates a strong foundation and a clear path forward.
Before making any recommendation, we take time to understand what drives you—your goals, responsibilities, and what truly matters. From there, we craft a personalized strategy and remain by your side, offering clarity and guidance as life evolves.
At Silversage, your financial journey is a shared one — rooted in trust, shaped by understanding, and supported by our commitment to your best interests.
Client Care Process
Explore:
Discovery
We ask questions and listen carefully to understand your values, wealth goals and risk tolerance.
Navigate:
Solutions
We create your personalized wealth plan and together, we make sure it addresses your vision, step-by-step.
Ascend:
Implementation
Once you feel confident, we will execute your prioritized action steps efficiently and effectively.
Elevate:
Review
With scheduled meetings, we review your plan and when appropriate, recommend adjustments to help you stay on track toward your financial goals.
Explore:
Discovery
We ask questions and listen carefully to understand your values, wealth goals and risk tolerance.
Navigate:
Solutions
We create your personalized wealth plan and together, we make sure it addresses your vision, step-by-step.
Ascend:
Implementation
Once you feel confident, we will execute your prioritized action steps efficiently and effectively.
Elevate:
Monitoring
Through Annual Strategy Meetings and regular conversations, we keep your plan on track.
Meet Our Team
Jeffrey M. Garell, CFP®
Founding Principal, Silversage Wealth Advisors® Registered Principal, RJFS
With over 35 years in the financial industry, Jeff provides experienced guidance and solid financial counsel to clients as they chart their financial path. It is essential to have a trusted advisor for direction and support in an industry that can seem overwhelming.
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Michael Campbell, CFP®
Wealth Advisor
Mike enjoys helping clients find their balance of financial objectives and personal aspirations. He believes effective financial planning can enable clients to feel personally fulfilled by helping them pursue their goals and passions.
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Robert Emmer, CFP®
Wealth Advisor
Robert (“Bob”) is a CERTIFIED FINANCIAL PLANNER™ professional who has provided financial planning services to clients for over 25 years. Prior to beginning his career, Bob served 3 years in the United States Army, including a 1-year tour in Vietnam.
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Matthew J. Mendoza, CFP®
Wealth Advisor
Clients appreciate Matt for his attentiveness, professionalism, and guidance. Matt is a CERTIFIED FINANCIAL PLANNER™ professional who emphasizes comprehensive financial planning.
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Karin Mason Garell
CFO, Silversage Wealth Advisors®
Business Manager, RJFS
Karin wears many hats for Silversage, which aligns with her organizational skills and focused attention to detail. As CFO, she oversees corporate finances, coordinating revenue, tax management and fiscal vision.
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Sydney Nguyen
Director of Operations
Sydney builds meaningful relationships with clients, taking the time to understand their unique needs and preferences.
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Christopher Deo
Financial Investment Associate
Christopher is an integral part of the Silversage team. He enjoys building relationships with clients and ensuring that they receive a consistent, efficient, and positive client experience.
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Kassidy Hannum
Client Relationship Associate
As a Client Relationship Associate at Silversage, Kassidy approaches every client relationship with warmth, enthusiasm, and a genuine desire to serve.
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Makenzie Stanton
Client Relationship Associate
Makenzie supports both clients and advisors through clear communication and responsive day-to-day assistance, focused on helping deliver a smooth, high-quality client experience.
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Rina Nath
Client Relationship Associate
Rina Nath is a Client Relationship Associate at Silversage Wealth Advisors, where she supports client relationships and helps ensure a thoughtful, seamless client experience.
read moreCommunity Involvement
Building Stronger Communities, Together
At Silversage, giving back is a natural extension of our mission to serve others with care and purpose. We’re proud to support KidWorks, a Santa Ana-based nonprofit that began as a safe after-school space and has grown into a vibrant community hub read our story in the California Business Journal!, and RTwelve, a service-driven nonprofit focused on leadership, spiritual growth, and community impact, empowering families to serve together with purpose.
Why work with a CFP®?
At Silversage, most advisors hold the CERTIFIED FINANCIAL PLANNER®
designation, helping to ensure you receive guidance that is not only knowledgeable and strategic, but also rooted in placing your best interests first.
When you work with a CERTIFIED FINANCIAL PLANNER® professional,
you’re partnering with someone who has met rigorous education,
examination, and experience standards — and who is held to the
highest ethical benchmarks in the industry. Whether you’re building wealth, preparing for retirement,
or navigating complex financial decisions, a CFP® brings
clarity, structure, and confidence to your planning process.
