Our Financial Planning Experience

Russ and his team believe the starting point of any financial conversation should be about you—your life, your family, your priorities, and your goals. He'll listen to what's important to you and design a financial plan covering multiple strategies specifically designed to help get you where you want to be.  

Financial Advisors work in different ways.  We believe one of the many ways we differentiate ourselves from the rest is the experience we provide for our clients.  Russ and his team are "Client-Centric". They provide a custom and personalized planning experience taking clients through Discovery, Plan Presentation, Plan Implementation/Recommendations and Reviews. 

Hear from Russ as he describes the planning experience he customizes for his clients.

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.