Russ Porter

For over 20 years, Russ has worked with small employers to develop and service meaningful retirement plans that establish strong relationships between employers and employees. More than offering a group of mutual funds, Russ strives to help participants understand how to build personal wealth and investments. This fosters a collective commitment to build a strong company where employees feel appreciated, and employers are empowered to build their companies.

For investors who want their values to be represented in the investments they select, Russ reviews and supports decisions that reflect personal values in their portfolios. In addition to supporting retirement plans, Russ helps participants understand how to protect their income and families with appropriate insurance products, such as life insurance, disability income insurance, and long-term care insurance.



Russ is a graduate of Harding University and The University of Nebraska and holds several designations, including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) from The American College of Financial Services, and Accredited Estate Planner (AEP) from the National Association of Estate Planners & Councils. Away from the office, Russ enjoys Colorado’s outdoors and traveling with his wife, Giselle. He also serves on the Sister Carmen Community Center board of directors in Lafayette.