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Bill has been in the financial services industry for more than 20 years and has served in various regional vice president roles throughout the Southeast covering numerous channels. He holds a degree in Business Administration from the University of Arkansas in Fayetteville, AR.
Bill and his wife, Victoria, enjoy pampering their two rescue pups, Lilly and Lyla. Spending time with family at home and especially at the beach are his favorite pastimes.
In his role at TruStage™, Bill takes a consultative approach as a wholesaler and focuses on building lasting relationships with advisors. His main goal is to listen to their challenges, understand their problems and provide great solutions to help them succeed and build their practice.
- Securities Registered with FINRA®
- Holds Series 6 and 63 Registrations
Russ joined TruStage™ after a successful tenure at New York Life. There, Russ began as an agent working with entrepreneurs and families to develop financial plans, eventually earning a promotion to Partner after just two years. His work shifted focus toward building a diverse team of agents and advisors who brought different perspectives to the field. Before his professional achievements, Russ graduated at the top of his class from Humber College with a Recreation Management degree, then followed up with an education in the Economics department at the University of Toronto.
Russ spends much of his free time with his family: his wife Courtney, two children, three dogs and two cats. He can also be found toiling in the kitchen working on new recipes, exercising his green thumb in the garden or slapping pucks on the ice with one of his two hockey teams.
With his experience and passion for development and coaching, Russ looks forward to partnering with financial advisors and bringing new ideas to help them grow their businesses.
- Securities Registered with FINRA®
- Holds Series 6, 63 Registrations and Life and Health License
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