Greetings! I believe financial planning is a life-long process that is created and adapted based on your needs, values and unique situation and important that we build a long term relationship with all my clients. It is through such a process that you can work toward pursuing your most important aspirations. If anything comes up throughout the year, I feel it is important for us to meet and discuss those changes. I am a Chartered Mutual Fund Counselor, and a Chartered Retirement Planning Counselor.
When away from work I enjoy hiking, fishing, photography, traveling, cooking and sharing good food with friends. I reside in Wasilla with my husband Tony Russ, whose businesses are Northern Publishing and Chinook Shows: producer of the Mat-Su Outdoors-man Show. We have two dogs, Loomis and Tiga and a cat, Sam. I have worked as a Financial Advisor, at Waddell & Reed, since 2002.
Waddell & Reed is not affiliated with any other entities referenced herein. 09/18