Russ is responsible for the acquisition, development, and coaching of Wealthcare’s expanding number of affiliated advisors from across the nation. Russ’s expertise lies in helping other advisors realize their dreams of building and growing a successful independent advisory practice. He works closely with Wealthcare’s partner advisors to ensure that the Wealthcare platform meets and exceeds the needs of their clients. He also manages a successful advisor practice to guide his clients towards achieving their financial and life goals by embracing Wealthcare’s patented “Goals-Driven” investment processes.
Russ is a graduate of the John L. Grove business school from Shippensburg University with a Bachelor of Science in Finance. He is a Certified Financial Planner professional with 14 years of experience as an advisor. Russ also maintains Life, Accident, and Health insurance licenses in the states of Pennsylvania and New Jersey.
Russ is active in the Chester County community and is a board member of the Domestic Violence Center of Chester County. Russ enjoys traveling, fishing, classic cars, following Philadelphia sports (often begrudgingly), and spending time with his wife and two boys.
CERTIFIED FINANCIAL PLANNER™ Practitioner.
Wealthcare Advisory Partners Investment Advisor Representative
PA & NJ Licensed: Life, Accident, and Health Insurance