Leo & Sean mCALLISTER

Leo has been in the financial services industry for 50 years, serving clients in the Schoharie Valley and well beyond during that time. He has also been a leader within the Cadaret Grant network for several decades, sharing his experience and helping to mentor other advisors. The team at Sage Financial Associates is delighted that Leo and Sean have decided to join our group to enhance the services they offer to their clients. Leo brings his wisdom and experienced perspective to our group, and we appreciate his “Sage” input!

Outside the office Leo enjoys spending time with his wife, Marie, at their camp on the St. Lawrence River in the Thousand Islands. He enjoys spending time with his 5 children and 11 grandchildren. 

Sean has been in the financial services industry since 2007 after serving in the Army for over 7 years and running a distribution company in Boston. He joined his father ‘s practice at the end of 2008. Their company joined Sage Financial in 2023. Sean practices out of Cobleskill where he was born and raised and spends time in the Latham office. Although planning your next vacation is fun, planning for your retirement is more important. If you plan your retirement right, it does not have to be a daunting task.

Outside the office Sean enjoys time with his family and assisting the local high school wrestling team.