Financial Planner, President

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...

Chief Operations Officer, Chief Compliance Officer

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

Operations Director

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

Operations Manager

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

Office Manager

Sue brought over 30 years of administrative experience when she joined Sage Advisors' Operations Team in June 2022. She...

Operations Associate

Grace joined Sage Advisors on the Operations Team in October 2022 shortly after graduating simultaneously from Everett...

Operations Associate

Nadia joined Sage Advisors in 2024 with a focus on office and administrative support. She has a BA in education and a...