Michael Helke

Chief Compliance Officer

Michael began working at Sage in 2014 shortly after graduating from Central Washington University where he majored in finance and minored in accounting. Starting in a behind-the-scenes role, he has since transitioned into the Chief Compliance Officer role and leads in the creation of many of Sage’s processes and procedures. He also takes the lead administration role of the 401(k) plans managed by Sage Advisors.

Michael’s passion lies in operation management and wanting to find new ways to streamline the client experience through the implementation of efficient processes and procedures. He wants clients to feel we treat their money as if it were our own by experiencing quick, accurate and personal servicing of their requests.

Michael married his wife, Sarah, in 2020. They live in Lynnwood with their daughter, Madelyn, and two cats, Bagheera and Duchess. They enjoy golfing, gardening, and going to their favorite places together, including Leavenworth and Disneyland.