Russ Wilson

Russ plays a key role in creating retirement plans that align with each client’s financial goals and lifestyle needs. He works closely with our planners behind the scenes to help ensure every plan is thoughtful, strategic, and built to last.
He’s currently completing a combined undergraduate and Master of Accountancy (MAcc) program, with his undergraduate degree set to be conferred this year.
Outside of work, Russ enjoys spending time outdoors with his wife and their daughter, Lyla Sue. Whether they’re at the park or in the backyard, family time is always a priority.