Our Team

 

Wayne Roth

Retirement Plan Consultant

303.564.2779

Wayne Roth is a Retirement Plan Consultant for SageView Advisory Group based out of Denver, Colorado. Wayne assists plan sponsors with all facets of plan management including well-defined service models, guidance with investment consulting, monitoring, and evaluation. In addition, Wayne works as a technical consultant on plan design, mergers & acquisitions, participant education programs and helps plan sponsors manage their fiduciary obligations associated with qualified retirement plans. Wayne has over 14 years of diverse retirement plan and financial services experience. Mr. Roth was also named to the 2018 Financial Times 401 Top Retirement Advisors.

Prior to joining SageView, Wayne served as a Senior Associate for Mercer's Defined Contribution Team.  Wayne was responsible for new business development, plan consulting, vendor management and client services.  Prior to Mercer, Wayne worked as Director Worksite Distribution, Retirement Services Division at MassMutual. He was responsible for developing and overseeing a national team of financial professionals who provide education and financial solutions to defined contribution clients and their participants. Before that Wayne worked for the Principal Financial Group, Managing the Worksite Solutions program, where he was responsible for the development and creation of new field education programs to gather, expand and extend client relationships through a consultative approach (i.e. Retire Secure & Work Secure). The end result was a highly effective streamlined program that is a viable business channel today.

Wayne majored in Interdisciplinary Studies with an emphasis in Finance at Adams State College and was an accomplished Collegiate All American athlete.  He currently holds the FINRA Series 7, 66, 63, 24, Life, Health and Variable Annuity Insurance licenses.

 

 

Kevin Schmeits 

Retirement Plan Consultant

303.909.4761

Kevin Schmeits is a Financial Consultant at SageView Advisory Group's Denver office. He assists plan sponsors with plan management including well-defined service models, guidance with investment consulting, monitoring, and evaluation. His experience lies in the quantitative analysis of plan investments and helps as a client service contact for day-to-day administrative issues and questions.

Prior to joining SageView, Kevin has 3 years of experience working on the retail side of the financial services industry, most recently with Retail Sales for Envestnet PMC. Kevin received a Bachelor's in Finance from the Leeds School of Business at Colorado University. 

Kevin Schmeits is not affiliated with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of SageView Advisory Group and is no way related to Cetera Advisor Networks or its registered representatives.

 

Daniel J Quirk, CFA, CFP®

Investment Advisor

Phone: 
 949.783.2643

Dan is a Senior Investment Advisor and investment committee member for SageView. His primary focus is on providing institutional clients with in-depth analysis of retirement plan investment options and other relevant information to assist them in their fiduciary investment decisions on behalf of plan participants. He also provides comprehensive wealth management services to individual clients.

Prior to joining SageView, Dan was the founding partner of Quirk Wealth Advisors, a wealth management firm based in Del Mar, CA. Previous to that, Dan was a partner at San Francisco-based Seacliff Capital, a market-neutral hedge fund that specialized in the financial services sector. Dan began his career in 1999 with JP Morgan as an equity research analyst covering the banking industry.

Dan received his bachelor's degree from the University of Notre Dame. He is a member of CFA Society of San Diego and holds designations as a Chartered Financial Analyst (CFA) and a Certified Financial Planner™ (CFP®).

 

Mallory Armijo, CFA

Investment Analyst

Phone: 
 949.955.7638

Mallory is an Investment Analyst in the Irvine, CA office. She supports the Wealth Management team in asset allocation, investment research, and implementing portfolio strategies. She is also a member of SageView's Investment Committee.

Prior to joining SageView, Mallory worked in Wealth Management at Merrill Lynch and Wells Fargo Advisors, where she assisted private clients with portfolio strategies and retirement planning.

Mallory received a Bachelor of Science degree in Business with an emphasis on Finance from the California Polytechnic University in Pomona. She is a CFA charterholder, and member of the CFA Society of Los Angeles. She currently holds a Series 7 and 66, as well as Life and Health Insurance licenses.