From a young age, my parents taught me how to save, how to invest and how to not mistreat money. Unfortunately, I have also witnessed how bad decisions, mismanagement and mistakes led a loved one to run out of money, before they ran out of time. It was because of this personal experience that I became a financial advisor with Edward Jones in 2009, proudly accepting limited partnership, with the firm, in 2015.

I help people transition into retirement. Many of my clients have lived frugal upper-middle income lives and are close to, or have already, retired. They want to move on to the next phase of their life, but they don't always know what it's going to look like. What makes my job interesting is that no two people are the same. Your life situation is different from others. Whatever your obligations, goals, challenges and opportunities are, they make up a very personal portrait, requiring individualized attention to detail.

Unlike traditional financial advisors who focus on your assets, my team and I focus on your life. We need to know as much about your story as we do about your finances. We need to understand your backstory, your history with money; your present situation, where the risks and opportunities lie; and your future transitions, hopes and dreams.

Originally from London, England, I found my way to Texas by way of my wife, Ashli, and together, we raise our four children, Harper, Camden, Oliver and Lenni. Waxahachie is our home, and we treasure serving our community through various roles with WISD, PTO, FBC, Rotary and YMCA. In my spare time, I enjoy physical fitness, as well as attempting to play golf.

My Senior Branch Office Administrator, Laura Kozash, has been with Edward Jones since 2016. As a limited partner with the firm, Laura is devoted to providing excellent service to our clients. Laura and her daughter, Charlotte, live in Grand Prairie, where they enjoy maintaining and riding their horses.

Laura and I are supported by our wealth advisory team in St. Louis, MO. We will partner with you and your circle of professionals – your accountants, attorneys, mortgage brokers and bankers – and together, we will help you to maintain or achieve the lifestyle you want.

We look forward to serving you.

Best wishes,
Russell Clark AAMS™, CRPC™