Russ is responsible for the development, refinement, and ongoing management of Wealthcare’s hybrid platform solution. He works closely with the Wealthcare Advisory Partners’ advisors to ensure that the Wealthcare platform is meeting and exceeding the needs of their practices. He also manages a successful advisor practice where he guides his clients towards achieving their financial and life goals using 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 the field of Finance. He is a Certified Financial Planner professional with 14 years of experience as an advisor. Russ maintains Life, Accident, and Health insurance licenses in the state of Pennsylvania.
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 young sons.