Washington

Meet Mark Coker in Mount Vernon, WA

As the founder of Sage Financial Trust, Mark’s goal is to provide wealth management and insurance advising, guiding each client to achieve their individual financial goals. Sage Financial Trust educates and counsels clients through every financial decision to ensure they do not outlive their savings and investments.

Meet Dave Barr in Tri-Cities, WA

Dave Barr, CLU, is a native Hoosier. He grew up in northern Indiana, attended a trade school in Indianapolis, and was a journeyman diesel mechanic until his mid-20s when an opportunity in the field of financial services presented itself. In early 1984, Dave moved his family to the Seattle, WA metro area where they lived for nearly 25 years. Seeking a more simple pace of life, they relocated to eastern Washington in 2008.