Our Staff

Robert S. Thompson,President and Principal Consultant at Sage Financial Design
Robert S. Thompson
President

Robert S. Thompson is president and principal consultant at Sage Financial Design, Inc. a registered investment advisory firm in Simsbury, Connecticut. He also is president of College Funding Strategies, Inc. an educational financing informational services firm.

Mr. Thompson’s legal, insurance, and financial services background combine to provide Sage’s clients with an expertise beyond that of the typical financial advisor. As Sage clients gain good advice on managing their money, they gain knowledge about managing all aspects of their financial affairs. His philosophy is to educate clients so they become smarter about managing their lives and attaining their financial dreams.

A frequent guest speaker for financial and charitable organizations across the country, Mr. Thompson serves on the Board of Directors of the Financial Planning Association, Connecticut Valley. He is a member of the National Committee on Planned Giving, the Planned Giving Group of Connecticut, and a member of the Board of Directors of the National Association of Philanthropic Planners.

A founding member of the National Advisors Trust Holding Company, Mr. Thompson serves on the Board of Directors for the National Advisors Trust Company, FSB.

A nationally recognized expert on the topic of college funding, Mr. Thompson has consulted for states, banks, and corporations on developing successful college funding strategies; he advises financial planners nationwide on the topic. He has been a guest on radio and TV programs and has offered informational seminars to parents and grandparents for over 25 years.

Mr. Thompson holds a B.A. degree in political science and a Juris Doctorate from Ohio Northern University. He was subsequently associated with the law firm of Hoppe, Day & Ford in Warren, Ohio.

Andrea McDonald, Client Services Admininstrator
Andrea McDonald
Andrea McDonald, Client Services Admininstrator

A graduate of Fairfield University, with a BS degree in Marketing, Andrea joined Sage Financial Design in 2013. As Client Services Administrator, she assists with daily operations and client interactions, working with the Sage staff in the financial planning process. Prior to Sage, Andrea worked in Special Education on the elementary, middle school and high school levels.

Robert M. Thompson
Robert M. Thompson

Rob joined the firm in 2008 and works in Client Relations and Systems Development. Prior to joining Sage, Rob had worked for 7 years as a Production Manager for the not for profit, world renowned Up with People in Denver, Colorado. Rob's undergrad finance education is from the University of Maine, Orono.

Sage Financial Design • 548 Hopmeadow Street • Simsbury, CT 06070
Phone 860.658.0443 • 800.537.7477 • Fax 860.651.3538
Sage Financial Design, Inc. is a trust representative office of National Advisors Trust and a Certified Financial Planner and a Connecticut-registered investment advisor corporation.
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Sage Financial Design Inc.