Tax & Estate Planning
Meet the tax professionals who can help you reach your goals.
Tax Team
David Neikirk, CPA
Director of Tax
Vicki Weaver
Director of Client Experience/Relations
Dana Weaver, EA, AFSP
Senior Tax Manager
Karen Lewis
RSIT Receptionist
Ian Edwards
Intern
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
Any and all other services referenced are an outside business activity not offered through or supervised by AE Wealth Management. Investment advisory services provided by AEWM.
Russell Total Wealth and Wellness, AEWM, Russell Smart Insight Tax Advisors are all separate and not affiliated entities.
Estate Planning Team
Wellness Services
Meet the dedicated professionals who will help you meet all of your health and wellness goals.
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Wellness Team
The firms listed above are not affiliated with Russell Total Wealth and Wellness or AEWM.