SRM ADVISORS - Key Persons
Job Titles:
- Associate
- Client Relationship Manager
Anna ensures that the technical aspects of executing a financial plan from our end goes smoothly, striving to make your life as easy as possible. Her thoughtful, warm personality and attention to detail allows her to assist clients with onboarding and account maintenance with ease. Moreover, she helps clients stay connected to their advisor and is there to answer any questions you may have. Her hard work and dedication to clients and our firm makes her a valuable part of our team. She is incredibly diligent and committed to ensuring clients have the best experience as possible.
Outside of work, Anna enjoys camping, hiking, and backpacking with her husband and two children. She also enjoys reading and hanging out with friends and family.
Job Titles:
- Associate
- Client Relationship Manager
Job Titles:
- Associate
- Financial Advisor
- President for 2005 & 2006
Russell has been a financial advisor since 1984. He started his financial services career with Waddell and Reed and became an independent investment advisor in 1993.
He attained his Certified Financial Planner (CFP) designation in 1990 from the College for Financial Planning in Denver, CO. Prior to his career in finance Russell attended Walla Walla College majoring in Nursing.
Active in the Financial Planning Association of Portland and SW Washington, Russ has served as the Association President for 2005 & 2006.
Russell is the proud father of three children, Nicole, and identical twin boys, Ethan and Conner. Russell and his wife, Cindy live in Beaverton, OR.