About Us

Meet Regina Cornelio

Regina Cornelio has been in retirement planning for over seven years. She is an award winning financial advisor. She is also a National Social Security certified Advisor and specializes in helping people maximize their social security benefits. Regina has a holistic approach to her financial practice. She thinks outside the box of your typical financial advice and goes above and beyond for her clients. She is a resident of Unicoi, TN, where she lives with her cat Sage. She is passionate about holistic wellness in all areas of life including financial, physical, mental and spiritual. She loves helping people in her community with their financial and retirement goals!

About Sage Financial

Sage Financial was created to bring Holistic Financial planning to the North East Tennessee area. Regina Cornelio, the founder, named this company after her cat Sage because of her love for animals. Sage Financial specializes in helping families that are at or close to retirement. We work together to fit all of the pieces to the puzzle together. You will not find this type of advising or extensive care anywhere else! 

Meet the Team

  • Jeremiah Nolen

    STRATEGIC PARTNER

  • Mitchell Whitney

    OPERATIONS OFFICER

  • Misty Harris

    DIRECTOR OF SEMINAR OPERATIONS

  • Rebecca Kelderman

    DIRECTOR OF ADVISOR ACQUISITION