Senior Vice President & Financial Advisor
Russel has over 35 years of experience in the financial services industry. His mission is to assess, design, and manage a life-long retirement program for his clients.
Russel obtained his BS in Business from Towson State University. He has also earned the designations of Certified Retirement Counselor (CRC®) through the International Foundation for Retirement Education (InFRE) and Certified Retirement Education Specialist (CRES) through the National Tax-Deferred Savings Association (NTSA).
Russel is married with two children, and has served his community as an active member and past President of the Port Jefferson Lion’s Club.