Our Team

Daniel J. Crocker, CFP®

Sage Financial LLC

Phone: (717) 399-5455

Email: daniel.crocker@sagepa.com

Daniel J. Crocker, CFP®, is a Registered Securities Principal with LPL Financial, and founder of Sage Financial.
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Joanne Jackson

Operations Manager

Phone: (717) 399-5455

Email:  joanne.jackson@sagepa.com

Joanne Jackson is Operations Manager at Sage Financial LLC. She has been with the company since 2003 and is responsible for the day-to-day operations at Sage.
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Diane Hagerstrom

Administrative Associate

Phone: (717) 399-5455

Email: diane.hagerstrom@sagepa.com

Diane Hagerstrom is Administrative Associate and Accounts Payable Coordinator for Sage Financial LLC.
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Felipe Castaneda

Financial Advisor

Phone: (717) 399-5455

Email: 

Felipe Castaneda is a Financial Advisor with LPL Financial and the newest member of Sage Financial. He holds his Bachelor of Science degree in Finance from West Chester University, with a double minor in Spanish and International Business. He holds securities registrations 7, 63, and 66 through LPL Financial and is currently a Candidate for CFP® Certification.

Felipe began his career in the financial services industry in 2010. What he finds most rewarding is fostering lasting relationships with clients who know they are working with an investment partner dedicated to helping them work towards their goals.

In his time away from the office, he enjoys traveling around the world with his wife and daughter. He also enjoys spending time with family and friends, and playing or watching sports.