With over 25 years of experience, Russell is a seasoned Certified Public Accountant (CPA) and financial specialist dedicated to helping individuals and businesses with their financial goals. He holds multiple FINRA registrations (Series 7, 63, and 65) and Life, Health, and Long-Term Care insurance licenses.
Russell’s comprehensive knowledge spans tax compliance and planning, business consulting, trust and estate planning, IRS representation, and more. He specializes in financial advising and retirement planning, focusing on asset management and legacy planning to help clients pursue their financial futures.
A graduate of Milligan College, Russell earned his Bachelor of Science in Accountancy in 1987 and became a licensed CPA in December 1990. When he’s not working with clients to optimize their financial strategies, Russell enjoys golfing, tennis, and spending quality time with his family.