Russ graduated Cum Laude from Pacific Lutheran University having studied economics and finance. After graduation in 1987, he began his career in financial planning at MassMutual. He remained at MassMutual for 20 years before joining Sage in 2007 and purchasing it in 2008. Along the way, he earned his Chartered Financial Consultant and Chartered Life Underwriter designations.
Russ’ goal is for Sage to be a financial services firm wholly committed to client-centered financial planning and asset management. He believes strongly in encouraging and partnering with clients for the long-term to help them use their money as a means to achieve their own goals and make a meaningful impact in lives.
Family and friends are vital to Russ, and he enjoys spending time with them whenever possible, especially when it comes to his grandkids. Russ also enjoys staying active through a variety of activities including boating, biking, running, and skiing.