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Diane Krzanowski is Vice President of Operations at Sage Financial Design. Upon joining Sage in 1985, she quickly developed an expertise in structured settlements. Because of her professional approach and direction, settlement design, which provides greater benefits for injured parties, remains a unique and valuable service at Sage. |
| For Sage Financial Design’s sister company, College Funding Strategies, Ms. Krzanowski served as liaison with banks in the New England area, managing seminars for company president Robert Thompson, bank personnel and clients throughout New England.
Ms. Krzanowski manages the daily operations and staff at Sage Financial. She is a member and past president of the Financial Planning Association, Connecticut Valley, serving on their board for the annual Spring Conferences, and also is a member of the National Committee of Planned Giving.
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Laura M. Sundquist CFP, an accountant, has worked in the financial services industry for 10 years. Prior to joining Sage Financial, she worked in public accounting and earned her Certified Public Accounting designation (CPA). A Certified Financial Planner with Sage, Ms. Sundquist advises clients on financial planning and tax matters. She is a member of the Financial Planning Association, Connecticut Valley |
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Lorrie Lescarbeau has worked in the financial services industry for 11 years as an accountant. Prior to joining Sage, she worked for seven years in financial accounting in the banking industry and for two years in general accounting. At Sage Financial, Ms. Lescarbeau assists in all areas of the financial planning process and with tax matters. |
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Alisa Bjork, a paralegal, is the Administrative Assistant at Sage Financial. She handles special projects and research for staff members and clients. |
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