High Net Worth Clients
Over 20 Years of Service
MEET THE TEAM
President
& Founder
Mary Naber
Prior to founding Sage Stone, Mary served as a Senior Vice President – Investments and Wealth Management Advisor at Merrill Lynch in Beverly Hills. She is the author of “Catholic Investing: The Financial Effect of Screens“ in the Journal of Investing, the first published empirical research to document the financial impact of socially conservative screens. She wrote “Christ’s Returns: Building an Investment Plan Beyond Profit” as Christianity Today’s first feature article on ethical investing and one of their most popular articles in years as measured by demand for 20,000 reprints. Mary’s expertise in the field of ethical investing is highlighted in over half a dozen books and multiple magazines. She is the first undergraduate in the history of Harvard University to receive a double major in Economics and Religion, with Honors.
Vice President of Financial
Analytics & Operations
Michael Lopez
Michael previously served as a Financial Management Consultant to Charter Mason in Melbourne, Australia. His prior roles include serving as a Senior Financial Analyst at Kaiser Permanente and a Controllership and Tax and Fixed-Income Accountant with Arthur Anderson. He also served as a Financial Advisor at Merrill Lynch in the San Francisco area. Michael holds a Masters of Applied Finance from the University of Melbourne, which he achieved after receiving his undergraduate degree in Economics from Harvard University.
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Mary Naber
2016 • 2017 • 2018 • 2019 • 2020 • 2021 • 2022 • 2023 • 2024 • 2025
Founder & President
Investment Consultant
Ethan Senn
Ethan is an Investment Consultant at Sage Stone Wealth Management, where he specializes in developing, implementing, and reviewing clients' financial plans to ensure alignment with their goals and aspirations.
His client-centered approach involves understanding individual needs and utilizing innovative strategies to achieve their desired outcomes.
He holds a Magna Cum Laude BBA degree in Finance from the University of San Diego and serves as a Second Lieutenant in the U.S. Army Reserve. Outside of work, Ethan enjoys staying active and exploring the vibrant city of San Diego.
Client Services Specialist
Becca Parsons
As the Client Services Specialist at Sage Stone, Becca supports the team by managing day-to-day operations. She excels in both front-facing customer interactions and crucial backend operations. Her role includes setting up new accounts, meticulously completing necessary forms for clients, managing money transfers, and ensuring the seamless maintenance and accuracy of client accounts. This broad focus ensures optimal service delivery and client satisfaction across all facets of the company's operations.
After having spent the first ten years of her life as a missionary child in Honduras, Becca has since enjoyed living on both the East and West coasts of the United States, ultimately landing in San Diego. She is passionate about Fantasy and SciFi novels and has a fondness for animals of all kinds.
