Betty Moon
Curator & Founding Sage
Dr. Betty Moon built her career as a senior executive in financial services and technology, helping leaders and organizations navigate complex change. She led teams, built businesses, and worked with individual clients and global organizations.
Today, she devotes her time to select executive coaching engagements, advisory board work, and The Sage Hub—a digital space where lived experience becomes practical guidance.
Betty curates The Sage Hub and writes on reinvention, purpose, and career design.
Below, you’ll meet our Sages, listed alphabetically by last name.
John burhoe
Insurance Partnerships Leader & Executive Consultant
John Burhoe has built a broad career in financial services and wealth management, working across leadership, product development, sales and relationship management. His experience spans both building businesses and supporting the people responsible for carrying them forward. He currently leads insurance partnerships at Luma Financial Technologies and engages in select consulting projects.
As a Sage, John brings a thoughtful, plain-spoken perspective shaped by years of real decisions, real tradeoffs, and the clarity that comes with time and lessons learned.
James Klasa
Financial Services Executive & Wealth Strategist
James Klasa has more than 30 years of experience in financial services, spanning asset management, advisor training, and senior leadership roles. He focuses on financial planning and education to help people make confident decisions and thrive. Jim currently serves as Regional President at First Financial Bank – Yellow Cardinal Advisors.
Jim writes about mindset, performance, change, and helping people turn their goals into practical next steps.
Bob Moran
Plastics Engineer & Technical Marketing Manager
Over three decades in plastics manufacturing, Bob’s path spanned project engineering, quality control, technical marketing, business development, and leadership—helping bring useful, reliable products to life. A Six Sigma Black Belt, he built a career founded on practical problem-solving, clear communication, and results.
Now retired, Bob is an avid skier and golf enthusiast.
Bob contributes practical wisdom on career pivots , learning from setbacks, and recognizing opportunity when it appears.
Scott Stolz
Published Author & Blogger
With more than 40 years in the annuity and insurance industries, Scott Stolz is known for practical insight, thoughtful leadership, and a client-first approach. He led customer-service transformations at multiple organizations and helped countless advisors deliver exceptional value.
Scott is the author of Unlocking the Annuity Mystery: Practical Advice for Every Advisor and Rest Easy Retirement.
Scott contributes perspective on financial decision-making and elevating the client experience.
john tabeart
Founder & Technology Strategist
John Tabeart is the founder of trutina, where he helps organizations close the gap between AI ambition and real business value. A former SAP executive and MIT alumnus, he left a twenty-year corporate career to build what he could not find — a purpose-driven approach to implementing AI that begins with human impact rather than hype.
John explores themes of purpose, work, and the quiet forces that shape meaningful creation and innovation.
Bill Wade
Nonprofit & Philanthropic Leader
Over many years as a leader in the financial services industry, Bill earned a reputation for building trust with clients and colleagues. Throughout his career, he partnered across teams and organizations to strengthen outcomes and culture.
Today, Bill focuses on nonprofit boards, governance, and hands-on volunteer work, finding purpose in service and community.
Bill contributes insights on leading with purpose and finding meaning through service.
Randy Wright
Retired Minister & Writer
Dr. Randy Wright is a retired pastor and former chaplain whose writing is shaped by decades of walking with people through seasons of change, loss, and new beginnings. After ten years serving residents in a continuing care retirement community in South Carolina, he and his wife, Diana, now call that same place home.
Randy is a musician, painter, avid traveler, and in earlier years trained extensively in the Korean martial art Tang Soo Do.
Randy writes "Lessons from The Home", an ongoing series of pocket-sized reflections from daily life - ordinary moments that reveal courage, kindness, and grace.