With more than 37 years of experience in the financial services industry, Michael Russo has built his career on knowledge, dedication, and a commitment to lasting relationships. He focuses on strategies that integrate investments, retirement income, and insurance solutions, and takes pride in getting to know each client’s story while providing thoughtful guidance as they navigate important financial decisions.
Michael and his wife, Lori, work side by side in the business, combining their skills to support the individuals and families they serve. Together, they have raised two adult sons and enjoy returning often to Arizona, where they vacation throughout the year. Outside of work, Michael is an avid golfer and enjoys spending time with his family and friends.
Over the course of his career, Michael’s expertise has been recognized within the industry, including being named to the Forbes Best-in-State Financial Security Professionals list (2025)*. He values this recognition as a reflection of the long-standing trust he has built with his clients over decades in the profession.
*The Forbes Best-in-State Financial Security Professionals list is based on industry data, nominations, and SHOOK Research’s methodology, which includes qualitative and quantitative criteria. Rankings are not indicative of future investment performance and should not be construed as an endorsement by Forbes.
