Our Team

Our Team

“Talent wins games, but teamwork and intelligence wins championships.”

– Michael Jordan

Russell Cole, CLU, ChFC

President, Chief Client Advisor

206-999-0263

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Russ graduated Cum Laude from Pacific Lutheran University having studied economics and finance. After graduation in 1987, he began his career in financial planning at MassMutual. He remained at MassMutual for 20 years before joining Sage in 2007 and purchasing it in 2008. Along the way, he earned his Chartered Financial Consultant and Chartered Life Underwriter designations.

Russ’ goal is for Sage to be a financial services firm wholly committed to client-centered financial planning and asset management. He believes strongly in encouraging and partnering with clients for the long-term to help them use their money as a means to achieve their own goals and make a meaningful impact in lives.

Family and friends are vital to Russ, and he enjoys spending time with them whenever possible, especially when it comes to his grandkids. Russ also enjoys staying active through a variety of activities including boating, biking, running, and skiing.

Jordan Cole, CFP®

Client Advisor, Director of Portfolio Management

206-516-7993

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Jordan started full-time at Sage in 2011 but has been working for the company since 2005. He attended the University of Arizona and graduated Magna Cum Laude with a major in finance and a minor in history. He has since attained his CERTIFIED FINANCIAL PLANNER™ certification and is pursuing further accreditation focused on investments.

As Russ’ oldest son, Jordan had a front row seat to life as a financial advisor and decided early on it was the career he wanted to pursue. He was attracted to the real difference an advisor can make in their client’s future and the deep relationships formed between client and advisor over time. He also enjoys the investment research process and spends much of his time at Sage on portfolio construction and management to ensure our models are the best they can be for clients.

Jordan married his college sweetheart, Julia, and they now have two beautiful children, Kennedy and Ezra. They live in Lynnwood, along with their troublemaking cat, Solomon, and love hiking, road trips, and watching the Seahawks.

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Michaela Anderson, CFP®

Client Advisor

(206) 516-7996

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Michaela joined Sage full-time after graduating Magna Cum Laude from the University of Portland in 2015 with a degree in finance, secondary major in French, and minor in mathematics. She previously was an intern for Sage and continued that work remotely throughout her senior year of college. She also has over 5 years’ experience working for a credit union. Since coming onboard full-time, she has attained her licenses and earned her CERTIFIED FINANCIAL PLANNER™ certification. 

Michaela feels privileged to serve clients by partnering with them to make informed decisions about finances that enable them to live out their goals. She is particularly passionate about helping young professionals develop good stewardships habits early in their careers.

If Michaela isn’t in the office, you’re likely to find her out line dancing with friends, serving at New Life Church, or playing with her cat, Remy. She’s also aiming to beat Michael’s standing record for most trips to Disneyland.

Michael Bell

Insurance Specialist

(206) 516-7997

Michael Bell.gifMichael graduated top of his class with Honors from Wyoming Technical College in 1996, having studied Mechanics and Business Management. After a short time as a technician, he realized his passion was business. From there, he went on to operate the family business where he learned, in much depth; business planning, profit and loss, economics, and business cycles. After growing the business and himself, Michael went on to learn the financial services industry and started his career with Northwestern Mutual. Michael has been practicing as a financial services professional since 2014, focusing his time in the risk portion of financial planning. In 2019, he joined the Sage team to be its specialist in that area.

Michael's true passion is helping others by adding as much value as he can render to his clients while developing long-term relationships.

Michael has two teenage boys entering college and is married to the love of his life, Megan. They live in Kirkland and have two dogs. Their hobbies together include cooking, music, traveling, and entertaining at their home. They both share a love for the water and boating, and mid-century modern architecture.

David Heia

Business Operations Manager, Client Services Manager

206-516-7991

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David attended the University of Washington and graduated with a degree in Waste Management & Public Policy in 1994. He began working with Russ at MassMutual in 1996 and later became a partner in Sage in 2009. Over the years, he has gained valuable knowledge to help clients understand accounts' tax documents, complete employer retirement plan rollovers, and much more.

David hopes the team at Sage can help clients be more educated so they can feel confident as they develop goals and put their money to work making them a reality. He enjoys being on the phone assisting clients while simultaneously fostering deeper relationships with them so they feel heard and understood.

Originally from Seattle, David now calls Snohomish County home along with this two dogs, Toby and Tiger. He is a long-term professional food judge at local fairs and also serves as the superintendent for the Open Class Fine Arts Department at the Evergreen State Fair in Monroe. He also enjoys completing award-winning baking and canning projects and frequent trips to Eastern Washington.

Michelle Anderson

Client Services Manager

206-516-7992

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Michelle worked alongside Russ and David for 10 years at MassMutual as the Coordinator of Agency Services. She later joined the Sage team, working from home with flexible hours tailored around her children’s school days. With over 20 years in the financial services industry, she’s gained experience in many areas, but her favorite by far is customer service.

Michelle enjoys organizing and problem solving with the goal of providing an excellent support system to Sage’s clients. While she does extensive work behind the scenes, she also helps clients directly by answering their questions and scheduling time for them to visit with their advisor. She views all she does on the administrative side as a means to ensure clients feel taken care of by the team.

In addition to all she does for Sage, Michelle also enjoys reading a good book, running, baking brownies, and coordinating care packages for her son Connor, currently serving in the Army overseas. She and her husband live in Bothell with their daughter, Camille, dog, Bumper, and two cats, Mocha and Hero. 

Michael Helke

Client Services Specialist

206-516-7994

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Michael began working at Sage in 2014 shortly after graduating from Central Washington University where he studied finance and accounting. He began in a behind-the-scenes role but has since transitioned into interfacing with clients about paperwork and taking the lead on the administration of 401(k) plans managed by Sage.

Michael’s passion lies in researching and implementing new ways for Sage to operate efficiently. He wants clients to feel that we treat their money as if it were our own by experiencing quick, accurate, and personal servicing of their requests.

Outside of the office, Michael is an avid golfer. He is a sports enthusiast in general and is even a fractional owner of his favorite team, the Green Bay Packers. Aside from sports, Michael loves classic Disney movies and holds the office record for most trips to Disneyland.

Brandon Cole

Client Services Specialist

206-516-7995

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Brandon started working for Sage in the summer of 2017 a few years after graduating from Western Washington University with a degree from the recreation program. Prior to joining Sage, Brandon worked as a roadside assistance specialist learning valuable skills, such as client service, which transfer over to serving clients at Sage today.

Brandon is excited to be working on the client services and administration side of Sage. He enjoys the opportunity to work both behind the scenes and with clients to address their needs promptly and effectively. His hope is that Sage’s clients always feel the entire team is working to help them accomplish the goals they have set for themselves.

The summer of 2017 was a busy time for Brandon as, not only did he join Sage, but he also married his college sweetheart, Alyssa. They now live in Bremerton with their cat, Mercy. He is a big sports fan, particularly of the Seahawks, Huskies, and Mariners. He’s also counting the days until the Sonics return to Seattle.

Securities and advisory services offered, in states where licensed, exclusively by Russell D. Cole, CLU, ChFC, Jordan Cole, CFP®, Katherine Benjamin, CFP®, CLTC and Michaela Anderson, CFP® through KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor.

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