CFA, CFP®, AAMS®, CRPC®
Kevin Russell's primary responsibility is to assist clients with financial planning affairs. This includes developing comprehensive strategies to meet individual client financial needs in the following areas: retirement planning strategies, education funding, life and disability insurance needs analysis, tax and estate planning, and executive benefit review.
Kevin has over 22 years' experience in the financial services industry providing comprehensive fee-only financial planning and investment management services to individuals since 1996. His commitment is to provide the highest-quality, objective, professional financial advice to our clients and their families to help them reach their unique financial goals.
Among his professional accomplishments, Kevin has been authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. Kevin has attained the Chartered Retirement Planning Counselor (CRPC®) and the Accredited Asset Management Specialist (AAMS®) designations from The College for Financial Planning. These marks identify those individuals who have met the rigorous education, examination, experience and ethical requirements of the CFP® Board. He is also registered as a Certified Public Accountant and holds a Bachelor of Science degree in Business Administration from Ohio State University.