Trey Martin is a Managing Partner at Sage Capital Wealth Partners with over 31 years of experience in the financial industry. In his current role, he is responsible for institutional consulting and wealth management, working with both public and private markets.

Before joining Sage Capital Wealth Partners, Trey worked at Raymond James starting in 2008. Prior to that, he spent 15 years as a Senior Vice President of Wealth Management with Smith Barney, where he held several titles including Corporate Client Group Director.

Trey has earned the Accredited Investment Fiduciary® (AIF®) professional designation from the Center for Fiduciary Studies at the University of Pittsburgh. He also holds the CERTIFIED RETIREMENT PLAN SPECIALIST® (CRPS®) designation and the Senior Investment Management Specialist title in the Institutional Consulting Group.

Trey is a graduate of Coker College, where he earned a B.A. While at Coker, Trey played tennis and was honored as captain of the tennis team. He has served on several boards, including the Boys and Girls Club of America and the Carolina Country Club Board of Directors.

Outside of work, Trey focuses on his family, spending time with his wife Missey and their two sons, Wilkes and Garet.

Kristiaan W. de Roos is a founder and Managing Partner of Sage Capital Wealth with over 22 years of financial industry experience. He holds the Wealth Management Specialist designation and is responsible for institutional consulting and wealth management, working with both the public and private markets. He was previously Vice President of Investments with Raymond James, joining the firm in 2011, and spent the 10 years prior with Wells Fargo where he held various management positions encompassing responsibility for financial planning, asset growth, market analysis, and consulting.

A graduate of The Citadel Military College of South Carolina, he earned his bachelor’s degree in business and finance. While at The Citadel, Kristiaan played for the baseball team and was a member of three Southern Conference Championship teams, earning SOCON academic all-conference awards.

Kristiaan serves on several boards and is active with The Citadel Alumni Association, March of Dimes, The Greenville Museum of Art, Hands-On Greenville, and Habitat for Humanity. He also enjoys the outdoors and spending time with his wife, Ashley, and their family.

Erin joined Sage Capital Wealth Partners in 2013. Prior to joining our team, Erin worked in several administrative and customer service roles. As the Senior Client Relationship Manager, Erin oversees the day-to-day operations of our client service model working with our home office to ensure our clients financial goals are met efficiently. She assists our clients with their ongoing administrative and service-related needs including the coordination of estate planning meetings with attorneys and tax planning meetings with accountants. Erin also manages client events, the team’s calendar and the advisory team schedules and meetings.

Outside of work Erin spends her free time with friends and family. She enjoys time at home and outdoor adventures with her husband Nick and their 3 children.

Renee joined Sage Capital Wealth Partners in 2025. Before joining our team, Renee gained valuable experience in customer service and administrative roles within the financial and legal industries and is dedicated to providing clients with exceptional service.

As a Client Service Associate, she supports the day-to-day operations of the firm’s client service model by managing administrative and service-related tasks and collaborates with her Sage Capital team to ensure a seamless and personalized client experience.

Outside the office, Renee enjoys spending quality time with her friends, family and two dogs. She also has a passion for shopping, traveling, and catching a beautiful sunset.

Morgan joined Sage Capital Wealth Partners in 2024, bringing a diverse background in veterinary, retail, and reception fields. With a strong foundation in customer service and operational management, Morgan is committed to ensuring seamless and efficient client interactions. Morgan holds a B.A. in English from the University of South Carolina Upstate, further enhancing her communication skills and attention to detail in client service.

As a Client Service Associate, Morgan assists with the day-to-day operations of the firm’s client service model by facilitating clients in achieving their financial goals by handling administrative and service-related tasks. Collaborating closely with the Sage Capital team, she is constantly working to streamline all systems and processes for new and existing clients.

Outside the office, Morgan enjoys spending quality time with family and friends, exploring scenic hiking trails with her dog, traveling, and immersing herself in books and writing projects.