Meet Your Wealth and Wellness Teams

We’re determined to make a difference so you can make the most of your retirement.

Wealth Management

Meet the world-class professionals who are passionate about helping you find the retirement confidence and joy you deserve.

Wealth Management Team

Rob Russell

President | CEO

Curvin Miller IV, CRPC®

Senior Vice President

Ron Russell

Founder & Wealth Advisor

Kristee Skomer

Chief Compliance Officer

Andie Doller

Senior Wealth Strategist

Erik Hagstrom

Associate Wealth Strategist

Andrew Hackworth

Associate Wealth Strategist

Will Burke

Associate Wealth Strategist

Special Operations Team

Samantha McCoy

Director of Operations and Human Resources

Madison MacDonald

Director of First Impressions

Jennifer Lawson

Marketing & Events Coordinator

Emilie Elrod

Operations

Rachel Jones

Operations

Logan Johnson

Operations

Christine Jefferis

Operations

Kylee Cunningham

Operations

Tax & Estate Planning

Meet the experienced professionals from Prather Intelligent Tax Solutions, LLC who will help you create an efficient tax strategy.

Tax Team

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George Humerick

AFSP

Dana Weaver

EA, AFSP

Vicki Weaver

Director of Client Services

Estate Planning Team

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Wellness

Meet the dedicated professionals who will help you meet all of your health and wellness goals.
Click the logos below to schedule your visit!

Wellness Team

Kelli McCall

Fitness Instructor, Gym Owner