Sage Advisors, LLC

Jordan Cole is a CFP® and CFA® with 14 years of industry experience. He is currently with Sage Advisors, LLC, where he has worked since 2019, and previously spent eight years at Kms Financial Services, Inc. Jordan holds a Series 66 license. Sage Advisors serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses customized portfolios combining mutual funds, ETFs, individual securities, and proprietary models, and provides pension plan sponsors with investment policy assistance and participant education.

Michael Bell is a financial advisor with Sage Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at KMS Financial Services, Inc., MML Investors Services, LLC, and MassMutual Life Insurance Company. In addition to his advisory role, he owns an independent insurance agency focused on the sales and service of fixed insurance products. Sage Advisors serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs customized portfolios with a variety of investment vehicles and emphasizes pension consulting services, including investment policy development and participant education.

Michaela Griggs is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Sage Advisors, LLC since 2014 in various capacities and previously was with Kms Financial Services, Inc. from 2015 to 2020. Michaela is part of a four-advisor team based in Woodland, CA. Sage Advisors serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses customized portfolios with a range of investment vehicles and is noted for its pension consulting services and client education initiatives.

Russell Cole is a financial advisor at Sage Advisors, LLC with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Sage Advisors in 2019, he worked for Kms Financial Services, Inc. from 2007 to 2019. Outside of his advisory role, he is also licensed to sell long-term care, disability, health, and term insurance products. Sage Advisors serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management, financial planning, and pension consulting services. The firm employs customized investment strategies using mutual funds, ETFs, individual securities, and proprietary models, and is notable for its pension consulting and participant education offerings.