Bill has been a financial advisor and planner since 1996. His focus, and that of his team, has always been on planning first. In Bill's own words, "Only through the exercise of developing long term plans to realize personal goals and dreams am I able to truly provide the financial advise and counsel that clients are looking for." Bill has B.Math, B.Ed, CIS, CLU, CFP, CIM and CEA designations.
Russ helps clients reach their goals by creating and implementing personalized financial plans. Plans can include strategies to pay off or reduce costs for loans, identify and address risks that could affect plans, enhance or preserve value in an estate, reduce taxes,support savings and spending needs and provide a reliable retirement income.
Russ is a Consultant with Investors Group and has over 25 years experience helping clients with their finances.