Russ Cole, ChFC®, CLU® Financial Planner, President Russ graduated Cum Laude from Pacific Lutheran University having studied economics and finance. After graduation in 1987...
Jordan Cole, CFA®, CFP® Financial Planner, Director of Portfolio Management Jordan started full-time at Sage in 2011 but has been working with Russ since 2005. He attended the University of...
Michaela Griggs, CFP® Financial Planner Michaela joined Sage full-time after graduating Magna Cum Laude from the University of Portland in 2015 with a degree in...
Michael Bell Financial Planner, Insurance Specialist Michael graduated top of his class with Honors from Wyoming Technical College in 1996, having studied Mechanics and...
Michael Helke Chief Operations Officer, Chief Compliance Officer Michael began working at Sage in 2014 shortly after graduating from Central Washington University where he majored in...
Michelle Anderson Operations Director Michelle worked alongside Russ for 10 years at MassMutual as the Coordinator of Agency Services. She later joined the...
Brandon Cole Operations Manager Brandon started working for Sage in the summer of 2017, a few years after graduating from Western Washington University...
Sue Longstreth Office Manager Sue brought over 30 years of administrative experience when she joined Sage Advisors' Operations Team in June 2022. She...
Grace Cameron Operations Associate Grace joined Sage Advisors on the Operations Team in October 2022 shortly after graduating simultaneously from Everett...
Xin Chen Operations Associate Xin joined as part of the Sage Advisors Operations Team in March 2025. He has experience in a variety of jobs pertaining...
Cameron Needham Operations Associate Cameron joined the Sage Advisors Operations Team in March 2025. His work experience spans a multitude of different...
