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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 1996-2021
Securities offered through LPL Financial, Member FINRA & SIPC. Sage Financial Systems is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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 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 Wood is the Chief Operating Officer, Operations Manger (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.
David Gilliam, CRPC®, has spent decades helping individuals and families match their personal values with their goals. His specialty is listening to the needs and desires of clients and guiding them and their families on a path to help them reach their financial goals by following a streamlined process and implementing sound financial strategies.
David’s varied experience in several industries gives him the distinct perspective and skillset to work with all clients and financial professionals. As an experienced financial coach, David enjoys helping clients create the financial picture that is right for them. David joined Sage Financial Systems to have the freedom to serve his clients in ways that meet their needs.
With his degree in Business Administration from Georgia Southern University, David currently lives in Irmo, SC with his wife. Together, the couple have enjoyed raising their four children, including a girl and three boys. David also spent many years coaching girls’ JV and Middle School basketball at the Ben Lippen School. He has served as a Deacon and on the Finance Committee, and is currently teaching a small group at Riverland Hills Baptist Church in Irmo, SC.
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.
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 SFS. When not in the office, she enjoys spending time with friends and family and visiting small coffee shops.
