Our Team

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Daniel J. Crocker, CFP®, is a Registered Securities Principal with LPL Financial, and founder of Sage Financial. A graduate of Millersville University, Millersville, PA with a Bachelor of Science in Finance and a minor in Economics, Dan began his career in 1989 with IDS Financial Services. Dan received his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning in 1993. He holds securities registrations 7, 24 and 63 through LPL Financial as well as Life, Health, and Variable Annuity insurance licenses. He is a member of the Financial Planning Association.

Dan helps his clients pursue their goals and objectives through comprehensive financial planning, including wealth management, retirement planning, college planning, and estate and insurance analysis. Dan feels an ongoing personal relationship with each client provides the key in pursuit of a smart plan. All of his clients have one thing in common: The desire to pursue their dreams and the need for an experienced professional team to help them create and implement a plan to get there.

Acting on his strong beliefs on the importance of giving back to the community, Dan has been a major sponsor of the Leukemia and Lymphoma Society since 2004. Dan and his wife Laura have two daughters. In his free time, he enjoys vacationing with his family and friends, spending time at the beach, boating, fishing, and is an avid Pittsburgh Steelers fan.

P: (717) 399-5455
F: (717) 850-4441

Felipe Castaneda, CFP®, believes that a successful financial plan is built on a foundation of trust and a lasting personal relationship. As a CERTIFIED FINANCIAL PLANNER™, he partners with clients to truly understand their unique goals and to help them navigate their financial journey with confidence. He also offers bilingual financial planning and advisory services in both English and Spanish.

With a career in the financial services industry since 2010, Felipe’s commitment to his clients is supported by his advanced education. He holds a Master’s of Science in Personal Financial Planning (MSPFP) and a Bachelor of Science in Finance from West Chester University.

Felipe is an active member of the Financial Planning Association. He also holds comprehensive securities registrations series 7 and 63 through LPL Financial, and series 66 through Private Advisor Group, as well as life, health, and annuity licenses. These qualifications enable him to provide knowledgeable insights and tailored advice for each individual client’s specific financial needs.

Outside of the office, Felipe enjoys traveling with his wife and daughter, spending time with friends and family, and watching sports. 

P: (717) 399-5455
F: (717) 850-4441

Diane Hagerstrom is the Operations Manager for Sage Financial LLC. She holds her Series 6 and 63 Securities registrations through LPL Financial. Diane is responsible for the daily operations of the company. She prides herself on providing excellent service to our clients and keeping our office Compliant. Diane joined the company in 2009. A graduate of Rutgers University, Diane received her Bachelor of Science degree in Industrial Engineering. Diane’s attention to detail, love of numbers and analytical background translates well to the world of financial planning.

Diane loves spending time with her 2 sons. She enjoys traveling, cruising, golfing, and entertaining family and friends.

P: (717) 399-5455
F: (717) 850-4441

Emily Crocker is a Client Services Associate and the newest member of the Sage Financial team. Emily is a graduate of Ursinus College where she obtained a Bachelor’s of Science degree in Neuroscience while also minoring in Anthropology. She recently worked in the mental health field and quickly learned that her passion was rooted in building meaningful relationships and helping others in her community.  

Emily is responsible for providing support to our team members and uses her communication and problem-solving skills to assist our clients on a daily basis.  

Outside of the office, she enjoys a variety of creative pursuits – including music and art. She also enjoys spending time with family and friends whenever possible.