Russ is a Director, Investment Advisor with almost 30 years of investment management and client relationship experience. His client-centered, door is always open approach has helped countless individuals and families realize their investment and financial goals. He is responsible for investment reviews, client outreach and helping new clients reach their investment goals.
During his work balanced lifestyle, Russ can be found in the Colorado mountains hiking, exploring and cycling. He enjoys riding road, gravel and mountain bikes.
Russ, his wife Sharon and their dog Annabelle, split time between Longmont, CO and Alpharetta, GA, where their son Justin and daughter Abby live respectively.
Russ graduated from Virginia Tech with a degree in Finance and concentration in investments. He is a CFA Charterholder.
