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
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
Nicholas Perini
Registered Representative
Phone: (412) 967-6092 ext. 112
Email: nperini@sagepointadvisor.com
Nicholas offers comprehensive financial planning and investment services to individuals, families, and small businesses. His approach emphasizes close, personal attention to detail with all of his clients by providing unmatched knowledge of the financial markets. Nicholas is a graduate of Indiana University of Pennsylvania, where he received a bachelor's degree in Economics. Nicholas enjoys spending time with his family, playing sports and living a healthy lifestyle. Nicholas Perini currently holds Series 6 and 63 licences.
Nicholas is registered in the following state: PA
Investment Advisor: PA
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 spending time with her family and baking.
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.