Diana Blair—Partner

Diana has been in the financial services industry since 1994, providing financial guidance and management for affluent individuals, business owners, institutions, tribal entities and charitable organizations. Diana has worked with the Native American community for the past nine years where she teaches and develops programs to assist in the financial education and economic advancement of Tribal Communities. Diana is currently the Treasurer of the CNEOF (CA Entrepreneurial fund) Board of Directors. Diana also sits on the Chugach Region Community Loan Fund steering committee. The firm is a member of the Native American Finance Officers Association.

Matt Johnson—Partner

Matt has been in the financial services industry since 1995. He attained his Chartered Financial Analyst designation. Matt attended the University of South Dakota where he earned his B.S. in Business Administration with an emphasis on Finance.
Matt’s education, management style, research ability and analytical approach to investment management provides Sage Capital Advisors with the ability to prepare in-house research, blending the art and science of investment management. Matt was previously employed with Wells Fargo Bank as a Portfolio Manager where he managed assets for high-net worth individuals, institutions and charities.

Jeremy Lund

Jeremy attended St. Cloud State University for five years where he studied Computer Science and Engineering. He has been involved in system and information technologies with engineering companies for the past three years. His responsibilities include coordinating and directing networking, information technologies, web development and systems solutions.

Jan Ozenbaugh

Jan has been in the financial services industry since 1986 where she began her career as a teller with First Interstate Bank. Jan moved to the Private Client Trust Group in 1995 where she completed Cannon Trust training. Jan worked with the Regional Trust Manager and Regional Manager in supporting and working with the non-profit community. Jan is currently a member of the San Diego Women’s Foundation, San Diego Planned Giving Round Table, Women’s Networking Group and sits on the board of the Boy Scouts in Poway, CA as well as the Friends of the Poway High Foundation.