Jon Bass

Jon Bass is a dedicated Financial Planner with Sage Wealth Strategies, where he helps individuals and families build lasting financial freedom through personalized, strategic planning. With over 19 years of experience in the financial services industry, Jon began his career in 2005, driven by a passion for empowering people to make confident decisions about their future. He takes pride in guiding clients through life’s major transitions – retirement, education funding, legacy planning, and more – always with a focus on clarity, integrity, and long-term results.

A native of Jacksonville, North Carolina, Jon married his high school sweetheart, Emily, and together they have built a busy, joyful family life with their three children: Jon (15), Lilliana (7), and Violet (5). Balancing a demanding career with family remains one of his greatest priorities, and he draws inspiration from the same values of trust, stability, and forward-thinking that he brings to every client relationship.

Outside the office, Jon enjoys traveling with his family, relaxing at the beach, and creating lasting memories together. Whether exploring new destinations or simply unwinding by the shore, these moments recharge him and reinforce his commitment to helping clients achieve the financial freedom that allows them to enjoy life’s most meaningful experiences.

Lucy Chamberlain

Lucy Chamberlain is a dedicated Financial Professional with Sage Wealth Strategies, where she empowers individuals, families, and business owners to achieve financial clarity and confidence through thoughtful, client-centered planning. Bringing an international perspective shaped by her roots in London, Lucy began her career in wealth management there, quickly discovering her true passion: guiding people to make informed decisions that align with their values and long-term goals. In 2014, she relocated to the United States and settled in North Carolina, joining Prudential Advisors to build a practice rooted in education, trust, and enduring relationships.

A graduate of Elon University, where she earned her degree in Political Science & Public Administration with a minor in Business, Lucy combines analytical insight with a deep commitment to financial literacy. She regularly leads educational workshops in her community and has earned consistent recognition for her excellence, including qualification for leadership conferences and membership in the Million Dollar Round Table. For Lucy, financial planning goes far beyond numbers – it’s about creating stability, opening doors to opportunity, and helping clients live with greater freedom and security.

Outside the office, Lucy finds her greatest fulfillment in her family life. She and her husband, Markeith, are raising their two children, Lola and Asher, alongside their beloved dog, Hugo. She cherishes time spent traveling to new destinations, cooking meals for loved ones, and creating meaningful memories together. Lucy is also deeply committed to her local community, supporting initiatives such as the Bikes for Kids Foundation, reflecting her belief that strong communities lay the foundation for stronger futures.

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George Case

George Case is an accomplished and dedicated Financial Planner with Sage Wealth Strategies, where he empowers business owners and their families to build lasting financial confidence through personalized, strategic planning. With over 5 years of experience in the financial services industry, George began helping people in 2019, guided by his determination to educate and empower people to make better choices with their money and be more confident about their futures. He wakes up every day excited to walk with clients through life’s uncertain economic journey. He brings a unique perspective as someone who was born in Russia and was starving at one point. He has a desire to empower people to take advantage of the opportunities that they have in this great country.

After being adopted from Russia in 2000, George grew up in Irmo, South Carolina. He graduated from Dutch Fork High School in 2016. He then obtained a Business degree in three years from North Greenville University. He got into the industry because he saw the impact his grandfather, who was a financial advisor, had in his client’s lives, and George knew he wanted to do the same thing. In 2023, George joined Prudential and has spent most of his time learning how to serve business owners. He loves to educate people using a whiteboard with very simple examples, so his clients learn in every meeting. He is continuously learning and studying, and has begun implementing AI into his practice to improve the client experience. He loves solving tough problems and becoming 1% better every day. He and his wife Caitlyn have been married for over four years now and have two beautiful cats. George loves to run, play basketball, and is an avid college football fan. A fun fact about George is that he judges restaurants off of their mac n’ cheese, if they serve it.

William Davis

William “Billy” Davis is a Financial Planner with Prudential Advisors, where he guides professionals and individuals through important financial decisions with clarity, confidence, and a client-centered approach. He specializes in supporting clients during key life transitions, such as career changes and retirement planning. William frequently collaborates with individuals as they assess new compensation and benefits packages, and adapt their overall financial strategy to reflect evolving goals and circumstances. He regards these transition points as valuable opportunities; when approached thoughtfully, they can meaningfully strengthen long-term financial independence and outcomes. 

As a Catholic financial professional, William also partners with clients who desire an  investment approach aligned with Christian principles. He assists families in thoughtfully incorporating faith-based investing values while preserving a disciplined, long-term commitment to building and preserving wealth. Drawing from his background in business operations, William applies a structured, systems-oriented perspective and a practical Midwestern work ethic – organized, actionable, and straightforward – to deliver financial planning that is clear, accessible, and tailored to each client’s needs. Originally from just north of Columbus, Ohio, he now resides in Greensboro, North Carolina, with his wife and remains actively engaged in his local parish community at St. Pius X.

Krystle Nichols

Krystle Nichols is an accomplished Executive Assistant supporting a dynamic financial planning practice, where she plays a vital role in ensuring seamless operations and exceptional client service. Known for her organization, reliability, and attention to detail, Krystle serves as a trusted partner to leadership, helping manage complex schedules, coordinate client interactions, and maintain the high standards expected in a professional advisory environment.

Outside of the office, Krystle’s greatest pride is her family. She is married with two sons, and together they share a strong connection to the finance industry, as her husband also works in the field. Much of Krystle’s free time is spent at the baseball field, cheering on her boys and embracing the lessons of teamwork, discipline, and perseverance that the sport represents. Her dedication to both her professional responsibilities and her family reflects her strong work ethic, loyalty, and commitment to helping others succeed.