Co-Founder of On Course Wealth Advisors (www.oncoursewa.com). CERTIFIED FINANCIAL PLANNER™ professional with over two decades of experience in the financial services industry. I help clients through a holistic approach to Wealth Management utilizing the products and tools that will help them reach ...more

Co-Founder of On Course Wealth Advisors (www.oncoursewa.com). CERTIFIED FINANCIAL PLANNER™ professional with over two decades of experience in the financial services industry. I help clients through a holistic approach to Wealth Management utilizing the products and tools that will help them reach their long-term goals. Looking for an advisor that is focused on you and your needs? Let’s talk. m.russell@lpl.com Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC and separate entity from On Course Wealth Advisors. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirementsless