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.
...
Administrative Specialist
Kaitlin started her career in the financial industry at 18 when she was hired at RPM to be a debt collector. Although it...