With more than 35 years of experience in income tax planning and compliance, Russ brings a deep understanding of tax strategy to his role at Anchor Financial. His background includes working with Fortune 500 corporate tax departments, as well as advising individuals and small businesses on tax planning and compliance matters.
As a financial adviser, Russ takes a tax-focused approach to wealth management, helping clients improve long-term tax efficiency through proactive planning and strategic opportunities to reduce tax exposure. He believes that “virtually every financial decision has a tax implication” and works closely with clients to align investment and financial decisions with thoughtful tax strategies.
Russ earned his Bachelor’s degree in Accounting from Rutgers University and a Master’s degree in Taxation from Seton Hall University. He holds his Series 7 securities registration through LPL Financial and Series 66 through Private Advisor Group, LLC. Russ is also a licensed Certified Public Accountant (CPA) in the State of New Jersey.
Russ resides in Verona with his wife, Rosanna. Together they have three sons — Michael, Samuel, and Daniel — and a granddaughter, Clara. Outside of work, Russ enjoys traveling with his family, staying active at the gym, and spending time with his dogs, Tobi and Luna.