Russ is a financial advisor and is Director of Montgomery's Wealth Management Division. He has an MBA with honors in Finance from Washington University in St. Louis and is a Retirement Income Certified Professional (RICP). Russ is the founder of the Wealth Management group and has a team of experienced and talented advisors. He is licensed in securities (Series 7 & 63), money management (Series 65) and life insurance and annuity products. Russ has been recognized as one of the top wealth managers in St. Louis the past few years as published in St. Louis Magazine.
Russ is married with three children and two grandchildren and greatly enjoys being with family. He is a pet lover with two dogs, is an avid fly fisherman and loves all types of outdoor activities including gardening which he shares with his wife. Russ has also enjoyed being a SCUBA diving instructor, martial arts instructor, and a private pilot.
He volunteers through the Veterans Administration Medical Center with Project Healing Waters, helping Wound Warriors with therapeutic fly fishing and fly tying activities. He has a therapy dog (Bailey is a rescue) with whom he visits veterans in the VA Hospitals as well doing visits to assisted living and long-term care facilities, and a rehabilitation hospital.
Russ also works with Restore St. Louis in helping rehabilitate inner city homes and building projects for the handicapped.
Russ volunteers with Money Smarts School of Finance for Children to help teach young kids about money and the markets. He is a member of the Board of Directors, sits on the curriculum committee and is a classroom instructor.