Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our team providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Our Advisors:

Michael S. Franklin
Branch Manager

Phone:  (412) 967-6092 ext. 101
Email:  mfranklin@sagepointadvisor.com

Michael has been in the securities industry for over 28 years, serving as the Branch Manager for SagePoint Financial Oakmont since 1996.  He works closely with high net worth individuals and small business owners, focusing on investment strategies and retirement planning.  He earned his Bachelor’s degree in Economics from The University of Pittsburgh.  In his spare time, Michael enjoys spending time with his wife and four children, playing golf, and going to the beach.  Michael holds Series 7, 24, 51, 53, 63, and 66 licenses as well as a PA Life and Fixed Annuities, Variable Life/ Variable Annuities license.

Michael is registered in the following states : AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NV,NY, OH, OR, PA, SC, TN, TX, UT, VA, VI, WA, WI, and WV
Investment Advisor: CO, PA, and WV   

 

Jay J. Adams
Registered Principal

Phone:  (412) 967-6092 ext. 103
Email:  jayadams@sagepointadvisor.com

Jay joined the SagePoint Financial group in 1996.  He utilizes his extensive financial background to provide investment management and retirement planning guidance to high net worth individuals and small business owners.  He earned his bachelor’s degree in business administration with a concentration in finance from University of Richmond’s Robins School of Business.  Jay has achieved numerous awards and accolades by being rookie of the year in 1996, President Performance Club member 1999-2007, and a member of the Leaders Council since 2007.  Jay has also achieved Champions Circle membership which is reserved for the top 25 SagePoint advisors in the country.  A Pittsburgh native, Jay currently resides in Fox Chapel with his wife and young daughter.  He is an avid sports fan, and loves spending time with family and friends.  Jay holds Series 7, 24, 63, and 66 licenses, as well as a PA Life and Fixed Annuities, Variable Life/ Variable Annuities license.

Jay is registered in the following states: AZ, CA, CO, FL, GA, KY, MD, MI, MN, NC, NJ, OH, PA, VA, WI, WV
Investment Advisor: PA  

 

Jason E. Rhodes
Investment Advisor Representative

Phone:  (412) 967-6092 ext. 104
Email:  jrhodes@sagepointadvisor.com

Jason joined SagePoint Financial group in 1996. He works closely with high net worth individuals and small business owners, seeking to build long-term relationships and assist clients in every aspect of their financial life.  He is a repeat recipient of the Leader’s Council Award & member of the President’s Performance Club.  Jason earned his bachelor’s degree in finance from Youngstown State University, and currently resides in the Pittsburgh area with his wife and six children.  He’s an enthusiastic golfer and enjoys a variety of other outdoor activities.  Jason holds Series 6, 63, and 65 licenses as well as a PA Life and Fixed Annuities, Variable Life/ Variable Annuities license.  

Jason is registered in the following states: AZ, CA, FL, LA, OH, PA, VA, WA, and WV
Investment Advisor: MI, PA, and WV  

 

Thomas J. Drake
Investment Advisor Representative

Phone:  (412) 967-6092 ext. 118
Email:  tdrake@sagepointadvisor.com

Thomas has been with SagePoint Financial since 2006, where he offers comprehensive financial planning and investment services to individuals, families, and small businesses.  His approach emphasizes close, personal attention to and knowledge of each client.  Thomas is a graduate of St. Vincent College, where he received a bachelor’s degree in business management. Thomas enjoys outdoor activities such as golf and skiing, and household projects. Thomas Drake currently holds Series 6, 63 ,65 licenses as well as a PA Life and Fixed Annuities, Variable Life/ Variable Annuities license..  

Thomas is registered in the following states:  FL, IL, OH, PA, and WV
Investment Advisor: PA

 

Peter M. Franklin
Registered Representative

Phone:  (412) 967-6092 ext. 115
Email:  pfranklin@sagepointadvisor.com

Peter joined the SagePoint Financial group in 2014.  His primary focus is wealth management, retirement planning, and education planning.  Peter graduated summa cum laude from Bethany College with a bachelor’s degree in Accounting, where he was involved in managing the prestigious McCann Student Investment Fund.   He enjoys a variety of sporting endeavors and traveling.  Peter currently holds both a Series 7 and Series 63 license.

Peter is registered in the following states: OH, PA, and WV

 

Belinda McBriar
Executive Assistant to Michael S. Franklin

Phone:  (412) 967-6092
Email:  bmcbriar@sagepointadvisor.com  

Belinda provides executive–level support, working alongside each of our advisors, and assisting in the execution of administrative responsibilities throughout SagePoint Oakmont.  Belinda’s tenure of seven years at SagePoint has contributed to her extensive knowledge of business and operational procedures and guidance.  She received her bachelor’s degree in business administration from the University of Phoenix in 2009, and resides in Fox Chapel with her husband and two children.  In her spare time, Belinda enjoys coaching varsity cheerleading at Fox Chapel High School.  

 

Constance Hutchison
Executive Assistant to Jay J Adams

Phone:  (412) 967-6092
Email:  chutchinson@sagepointadvisor.com

Constance joined SagePoint in 2014 as the Executive Assistant to the Principal.  In this role, she supports the development and management of the firm, and assists with client service.   With more than 30 years of experience in the banking and financial service industry, Constance has an in-depth understanding of fiduciary regulations, and goes the extra mile in providing excellent customer service to each client.   In her spare time, Constance enjoys spending time with her family, traveling and entertaining.