Experience & Expertise
Russ brings over 13 years of experience as a financial services professional and Certified Investment Management Analyst® to his role as Senior Financial Advisor at MFG. His prior roles include working with both individual and institutional clients at Prudential Financial, Campbell & Company, and T. Rowe Price which has equipped him with the experience and education needed to assist clients in reaching their financial goals. Building trusting relationships and understanding the emotional side of financial planning is a focus for Russ.
Education & Credentials
Certified Investment Management Analyst ®
Registered Investment Adviser Representative
M.B.A. in Business, Loyola University, Maryland
B.S in Economics, St. Mary’s College of Maryland
What Makes Marshall Financial Group Special
The team at MFG makes the ever-changing world of wealth management and financial planning much more manageable and enjoyable for our clients. The emphasis on client service and the use of innovative technologies help create personal relationships that are tough to find at larger firms.
Why I Love What I Do
Educating clients on a subject as important as financial wellness and helping them achieve their financial goals is extremely rewarding. My passion for finance and the markets is only made stronger because I have the opportunity to build lasting relationships with the clients I serve.
Where You May Find Me When I’m Not Working
- Spending time with my wife, Kaitlyn, and corralling our 3 sons; Jack, Wellen, and Auggie
- Spending time with friends and family
- Training for an endurance event
- Cheering on the Baltimore Ravens, Baltimore Orioles, and Washington Caps