• Karyn is the Founder & Managing Director of Sage Strategic Management and Consulting, a firm based on Cape Cod in Massachusetts.  Since 1992 Firm leadership teams  and company executives have selected Karyn as their trusted strategic partner because she builds significant relationships based on trust and dedication.  Karyn has been in the Financial Services Industry since 1982.  In addition to her work in financial planning Karyn has spent two decades working in corporate and consulting financial services positions in the disciplines of advisor and leadership development, Firm level strategic planning and personalized coaching.

Karyn O'Connor



Tiffany Markarian,

Managing Director

Advantus Marketing, LLC

“Karyn has dedicated her entire career to developing the skill sets of leaders. She does so with a vested interest in them as people and as stewards of your firm. The end result is maximizing your team’s ability to develop those around them and open new opportunities.”



Warren Negri,

Strategic business Consultant

Retired GA & RVP

Karyn is different than other consultants. Karyn personifies what Sage means with 20+ years of consulting she is known for her wisdom, judgement, and experience.
She has the unique talent to help teams identify and reach their objectives. Karyn is an expert at helping organizations improve their performance. She cares, she listens, and most of all she delivers. I recommend to call her and have a chat!



Harry Hoopis, CLU, ChFC - CEO Joey Davenport, CLU, CLF - PRES.

Hoopis Performance Network

"Leadership development and in particular front-line leadership development has become a major void for many organizations in financial services. In my opinion, this is one of the primary keys to increasing productivity and retention. Karyn O'Connor has spent most of her career developing an expertise in this area and has a long standing track record of helping organization develop more effective leaders. She truly "gets it" on so many levels and we would recommend her to any organization looking for help in developing the next generation of leaders.”



Richard T. Cleary
Founder / President, FSEdNet

“I have had the honor and pleasure of knowing Karyn for close to 20 years.  When it comes to working with management and team development, she is simply one of the best.”