Teresa Russell & Brian Sweeney

For more than 10 years, Teresa Russell, LUTCF, Wealth Advisor, has helped individuals and businesses with developing, executing and managing strategies to implementing plans to help address financial goals. Brian Sweeney, MBA, Certified Financial Planner (CFP), Wealth Management Advisor, has spent the last 7 years working with clients on investment management, advanced financial planning and tax strategies. He is finishing his CPA designation for in depth tax planning. Kevin Gray, CFP, Wealth Management Advisor, has spent his career consulting other investment and tax professionals and providing risk managed investment strategies to individuals and institutions.