Russell is a Senior Financial Advisor with 32 years of experience currently serving the Appleton area. Whether his clients are looking to grow their personal wealth or protect it, Russell helps develop customized financial plans that are tailored to each of their specific needs.
Prior to joining the BMO team, Russell received his Bachelor of Arts degree in Business Finance from the University of Wisconsin-Green Bay. He is a CERTIFIED FINANCIAL PLANNERâ¢. Russell holds series 6, 7, 63, and 65 securities licenses, along with his life insurance license.
Russell is married with three children and two grandchildren. He is active in his community as a volunteer with the Fox Valley Jail Ministries organization.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFPÂ® and CERTIFIED FINANCIAL PLANNERâ¢ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.