Since 1997, Russ has been helping investors through the process of pursuing their financial goals so that they can focus on the most important things in life. Russ strives to provide his clients with the information they need to choose suitable investment products and services for their specific financial needs, including financial planning, retirement planning, estate planning, college planning, wealth management and more.
Russ is originally from Lena, Wisconsin, and is a graduate of St. Norbert College, where he earned a Bachelor of Business Administration degree, and Illinois Institute of Technology, where he earned a Master of Science degree in financial markets. He and his wife have three children. In his free time, Russ enjoys spending time at his cabin in Oconto County.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.