President, Lead Financial Planner

Russ graduated Cum Laude from Pacific Lutheran University having studied economics and finance. After graduation in 1987...

Financial Planner, Director of Portfolio Management

Jordan started full-time at Sage in 2011 but has been working for the company since 2005. He attended the University of...

Financial Planner

Michaela joined Sage full-time after graduating Magna Cum Laude from the University of Portland in 2015 with a degree in...

Financial Planner, Insurance Specialist

Michael graduated top of his class with Honors from Wyoming Technical College in 1996, having studied Mechanics and...

Business Operations Manager

David attended the University of Washington and graduated with a degree in Waste Management & Public Policy in 1994. He...

Chief Compliance Officer

Michael began working at Sage in 2014 shortly after graduating from Central Washington University where he majored in...

Administrative Director

Michelle worked alongside Russ and David for 10 years at MassMutual as the Coordinator of Agency Services. She later...

Administrative Specialist

Brandon started working for Sage in the summer of 2017, a few years after graduating from Western Washington University...

Administrative Specialist

Grace joined the Sage Administrative Team in January 2020. Previously, she worked in the dental field as an assistant. 

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Administrative Intern

Camille has been with Sage since the summer of 2019 and previously worked in retail, where she gained valuable customer...