Sage W DeMull PPC
During my time at Northwood University, hands-on application toward my degree was what made my college experience so great. Dealing with real-time events and examples in finance allowed me to pinpoint what area of finance I wanted to work in upon graduation.
My intrigue in the stock market and financial planning led me on a search for an internship in Financial Services. During my third year at Northwood, I joined a national insurance and investment firm as an Intern Financial Advisor. Upon graduation in 2017, I decided to stay on with the firm and start my own Financial Advising practice.
Over the following two years, I continued to learn about how to best serve my clients. I started building my clientele with young families and business owners. It didn’t take me long to discover that the firm wasn’t training me to give the best guidance to every client that I met with. Instead, it trained me to sell insurance and annuities, and justifying how it is proper guidance and advice. This led me to the independent advisor channel.
In 2019, I joined an office of independent Advisors through LPL Financial. Joining forces with two advisors with almost 30 years of experience between the two of them gave me a great opportunity to learn about the independent space. As I continued to grow, I decided it was best to take my practice solo.
In 2023, I started DeMull Financial. Maintaining my partnership with LPL Financial allows me to utilize the software and processes necessary to provide the a high level of service possible for my clients.
In addition to DeMull Financial, I started a tax preparation firm, DeMull and Associates. Financial planning is so much broader than simply managing investments. I wanted to ensure I am able to provide as much value as possible for my clients in all areas of financial planning.
