How I Can Help You

Russell focuses on helping clients align their financial decisions with their most important objectives and deeply held values. He serves as clients’ consultant, advisor and advocate for coordinating their entire financial picture through a team of investment managers, insurance specialists, financial planning experts, and tax and estate professionals.

What Makes Me Knowledgeable

Russell has worked in the investment industry since 1995 and offers extensive banking, business, investment and financial planning experience that he shares with every client he serves. He is a graduate of East Texas State University (now East Texas A&M University), where he earned a B.B.A. in finance, as well as a graduate of the Southwestern Graduate School of Banking at Southern Methodist University. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Series 7, 24 and 63 industry licenses with LPL Financial, along with a Group 1 insurance license.

Russell is a member of the Financial Planning Association, the Commerce (Texas) Rotary Club, a lifetime member of the East Texas A&M University Alumni Association and a member of its local chapter. Additionally, he is a former member of the East Texas A&M Foundation and a former chairman of the College of Business Leadership Council. In 2019, Russell was named a Distinguished Alumni of the university.

Getting to Know Me

Russell lives in Commerce, Texas, with his wife, Lee. They have two adult children, each with wonderful spouses, and three beautiful granddaughters. Russell and Lee are members of Family Fellowship of Greenville. In his free time, Russell enjoys aviation, golf and music. He volunteers as a command pilot for Angel Flight South Central and is the founding member of the Bois d’ Arc Dixieland Band, where he plays tenor banjo with the group.