Email Me
$5+ trillion
In invested assets globally
As of 11/07/2023
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
Russell served as a field artillery surveyor in the United States Army at Fort Sill, Oklahoma. Following his service, Russell enrolled at the University of Idaho and earned a B.S. in Education. He taught economics and geography at Coeur d'Alene High School before his fascination with economics drew him to the financial services industry. After working in the field for ten years, Russell attended the Wharton School of Business to earn his Investment Consultant designation.
Russell has spent the last 25 years working as a financial advisor and portfolio manager. Much of his practice involves assisting clients as they transition to retirement, review lending options, and develop estate plans. He joined Entrepreneur Wealth Group and earned his CEPA® (Certified Exit Planning Advisor) in 2022. Entrepreneur Wealth Group focuses on offering tailored financial guidance for business owners and high-net-worth families.
In addition, Russell worked as a branch manager for many years until 2016 - first at Morgan Stanley and then at UBS. During that time, he oversaw four offices and 96 employees. His leadership experience and his broad knowledge of UBS continue to inform the decisions he makes as a portfolio manager and as an investment advisor.
Russell and his wife, Wendy, have three daughters, a son, and two granddaughters. As his son grew up, Russell volunteered as an Assistant Scoutmaster and Scoutmaster with the Boy Scouts of America Troop 37 Incline Village for 7 years. Russell enjoys spending time with his family, visiting Mexico as often as possible, and cycling whenever he can.
CA Insurance License: 0C61039
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Russell served as a field artillery surveyor in the United States Army at Fort Sill, Oklahoma. Following his service, Russell enrolled at the University of Idaho and earned a B.S. in Education. He taught economics and geography at Coeur d'Alene High School before his fascination with economics drew him to the financial services industry. After working in the field for ten years, Russell attended the Wharton School of Business to earn his Investment Consultant designation.
Russell has spent the last 25 years working as a financial advisor and portfolio manager. Much of his practice involves assisting clients as they transition to retirement, review lending options, and develop estate plans. He joined Entrepreneur Wealth Group and earned his CEPA® (Certified Exit Planning Advisor) in 2022. Entrepreneur Wealth Group focuses on offering tailored financial guidance for business owners and high-net-worth families.
In addition, Russell worked as a branch manager for many years until 2016 - first at Morgan Stanley and then at UBS. During that time, he oversaw four offices and 96 employees. His leadership experience and his broad knowledge of UBS continue to inform the decisions he makes as a portfolio manager and as an investment advisor.
Russell and his wife, Wendy, have three daughters, a son, and two granddaughters. As his son grew up, Russell volunteered as an Assistant Scoutmaster and Scoutmaster with the Boy Scouts of America Troop 37 Incline Village for 7 years. Russell enjoys spending time with his family, visiting Mexico as often as possible, and cycling whenever he can.
CA Insurance License: 0C61039
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Creating a truly rewarding workplace
Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
