Russ Cole, ChFC®, CLU®

President, Lead Financial Planner

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’s 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 their lives.

Family and friends are vital to Russ. Married to his wife, Danielle, for nearly 40 years, they enjoy spending as much time as possible with their kids and grandkids. Russ also enjoys staying active through a variety of activities including boating, biking, and hiking.