Russell Telfer

Russell has a passion for helping families DEFINE their goals around money. He believes that a measurable target makes the overall planning effort extremely impactful. 
He has focused on providing guidance for public employees (Military, RNs, Teachers, Police, & Fire), coordinating their benefits, pensions, and personal investments into an overall financial plan. Russell also enjoys working with tech company employees (Apple, Adobe, Tesla, Uber, & startups), to help them navigate complex equity compensation planning. 

When not in the office, Russell spends every minute possible with his wife Maddie and their daughter Violet. They love spending time with family playing cards, hosting potlucks, and exploring the Colorado landscape around their home.

Russell holds the Series 7,66, & 63, Life & Health, and is currently studying for the CFP exam.

Phone 4088066575