Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Russ Runck & Associates
Team photo for Russ Runck & Associates

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Our advisors

Advisor photo for Russell Runck

Russell Runck

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Russell Runck
Advisor photo for Kelly Rach

Kelly Rach

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Kelly Rach
Advisor photo for Ella Stevens

Ella Stevens

Financial Advisor

Learn more about Ella Stevens


Our team

Stacy Dammann

Stacy Dammann

Paraplanner,

Financial Planning Specialist

Qualifications

  • Finra Series 7 License

  • Finra Series 63 License

  • Life, Health and Accident Insurance License

Roles & Responsibilities

  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Responsible for managing client data and input in financial planning tool. Works closely with the advisor to create and maintain financial plans in preparation for meetings.
  • Works closely with advisor to process insurance applications and servicing forms
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Mandy Woltjer

Mandy Woltjer

Client Service Specialist

Roles & Responsibilities

  • Responsible for preparing, completing and following up on forms and account applications necessary to process transactions and maintain existing client accounts.
  • Supports advisors with follow up after meetings
  • Processes transactions for Advisors
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Maria Williams

Maria Williams

Client Service Coordinator

Ben Gildea

Ben Gildea

Intern