Russell began working for Regency in August 2019. With over 20 years of experience as a financial advisor, Russell has worked with individuals, families, and businesses on financial planning and wealth management needs. One of his main passions is working with people to help them understand and optimize their retirement plans. He loves bringing solutions and peace of mind to people as they navigate the financial landscape.
Outside of work, Russell enjoys playing recreational softball, investing in his car and technology hobbies, and spending time with his wife and their two children.
Education and Certifications
- California State University, Fresno, B.S. in Computer Science
- Series 66
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor™ (CRPC®)
Russell has been involved with various community organizations, including Catholic Charities and the Two Cities Marathon.