Our Team
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Ron Russell, CPA/PFS
Personal Financial Specialist
President
Ron has been assisting seniors with financial security for over 30 years. Ron has advised over 3,000 seniors on over 50 million dollars of investment transactions over the same period. He has advised pre-retirees and retirees of the Civil Service, Military, SBC, Lang's Chevrolet, Midwest Optical, The Greentree Group, and numerous other local companies on preserving and making their retirement
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| nest egg grow. Mr. Russell has published financial articles both locally and nationally. His book, "Mistakes Retirees Make With Their Finances & How To Avoid Them" is an easy to read book suited for those already retired or close to retirement. He has also been a financial speaker both locally and nationally.
Ron and his wife Cathy are avid world travelers and they enjoy spending time with their 7 grandchildren.
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Robert Russell, CSFP
Chartered Senior Financial Planner
Vice President
Rob is a proud graduate of the Wright State University College of Business. Rob enjoys giving retirees the peace of mind they deserve about their investments and estate. He is an accomplished public speaker and is very active in the community. Rob's goal and ultimate satisfaction is in making a positive impact in his clients lives.
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As a Chartered Senior Financial Planner, Rob had to complete eighteen courses and a written exam related to senior issues. Topics included were: Principles of Aging, Chronic Illness, Medicaid & Medicare, Nutrition & Fitness, End of Life Planning, Senior Spirituality, Ethics, Social Security, Estate & Tax Planning, and Caregiving. Rob also holds his stockbroker's licenses (Series 7 & Series 66).
He enjoys spending time with his wife Michelle and two daughters, Madison and Emma, and traveling abroad.
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Curvin Miller IV, CSFP
Chartered Senior Financial Planner
Curvin is a graduate of MiamiUniversity in Oxford, OH and Ohio licensed Life & Health Insurance Agent. With a Degree of Bachelor of Science in Business, Curvin brings strong analytical skills and a warm and caring personality to his work environment at Russell & Company. Curvin truly enjoys interacting with and working for retirees and pre-retirees.
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Curvin is also the chief officer of the Miami Valley Senior Resource Alliance; which is comprised of many local senior specialists that strive to create ethical and comprehensive solutions for seniors in the Dayton Area.
He enjoys mountain biking, golfing, and spending time with his family and friends.
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