Russell Kroeger



Russell’s unique mastery of tax and equity compensation is tightly integrated with his background in the financial life planning movement. He developed his skillsets working with several high-end financial planning firms and is passionate about helping clients make informed decisions by understanding the trade-offs implicit in life’s decisions.

When not collaborating with clients, Russell can be found reading, writing, and talking to groups/startups on topics like equity compensation, compounding human capital, and defining True Wealth. He loves exploring principles outside of traditional finance to offer frameworks for people think differently about their resources. Russell is also published in the Journal of Financial Planning, speaks at conferences across the country, and has been recognized within the financial planning profession for his work.

Russell’s vision of well-being involves an active and healthy lifestyle. He unplugs from professional activities by camping, hiking, traveling, and by exploring life with his partner, friends, and family.

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