Meet Russ


A financial professional since 1987, Russ has in-depth knowledge of financial issues that comes with more than three decades of experience. As Founder and Senior Wealth Advisor, he strives to help bring order, simplicity, and clarity to clients’ financial lives. He works in a fiduciary capacity to help clients anticipate their life transitions and to be as prepared as possible for whatever comes.

A graduate from the University of Utah with a Bachelor of Science degree in economics, he also holds the designation of CERTIFIED FINANCIAL PLANNER™, which required advanced coursework in a comprehensive range of financial subjects.

Away from work, Russ enjoys long bike trips, tennis, hiking the National Parks of Utah and traveling the world. He and his wife have been married 35 years and have four children.