CERTIFIED FINANCIAL PLANNER™

ACCREDITED INVESTMENT FIDUCIARY

 
Russ has a knack for making complex topics simple. Since he entered the industry in 2005, his mission has been to help others gain confidence in all aspects of their financial lives. His approach of putting his clients’ needs ahead of his own and introducing other professionals as needed has helped to serve his clients over his career.

Russ earned his bachelor’s degree in business administration with a minor in finance and economics. He is a CERTIFIED FINANCIAL PLANNER™ through Oakland University in Michigan. Russ is the author of “Recipe for the New Retirement,” which explores how planning for retirement has changed since your grandma’s generation while sharing some of the key ingredients needed to help whip up a successful retirement in today’s world.

Russ and his wife, Sarah, live in Brighton, Michigan, with their two daughters, Sophia and Olivia, and their golden retriever, Charley. There is nothing more important to Russ than spending time with his girls. He also enjoys visiting Higgins Lake, reading the latest about the financial industry and watching or participating in anything related to sports. Russ is a lifetime Detroit Lions fan who believes every year is going to be their year.

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.

The Accredited Investment Fiduciary (AIF®) Designation demonstrates the individual has met educational standards to carry out a fiduciary standard of care and acting in a client’s best interest.