Sandy Russ has an exceptional passion for financial services and tax planning. She believes that financial advisors have a responsibility—not just an option—to educate clients about the tax implications of their investment decisions. Already a CPA and CERTIFIED FINANCIAL PLANNER® professional (CFP®), Sandy also earned the Personal Financial Specialist™ (PFS™) designation through AICPA, and was recently selected as a Personal Financial Planning (PFP) Champion with AICPA.
The PFP Champions program is designed to promote the role of CPA personal financial planners, the expertise required to become a PFS™ credential holder, and the value of being part of the PFP community. In this capacity, Sandy will attend regular meetings to stay informed about industry trends and share insights. She will also act as a liaison between state societies, high schools, and universities to raise awareness of the PFP section.
“I’m thrilled to join the PFP Champion program,” said Sandy Russ. “It’s a great opportunity to network with professionals across the industry and promote the program and designation. I’m excited to apply what I learn in my daily role as a wealth consultant, which will help me better serve my clients. This new position aligns perfectly with the work we do at LifeTime Asset & Tax Management.”
Sandy began her career in accounting, earning her CPA and spending several years preparing tax returns. In 2006, she purchased and managed an insurance agency in the foothills of North Carolina. By 2012, Sandy had founded the Caldwell Women’s Group, a networking organization where she became inspired to help women achieve financial independence. In 2020, she passed the CFP® exam and became a CERTIFIED FINANCIAL PLANNER® professional. Her combined experience in tax services and financial planning ultimately led her to join LifeTime Asset & Tax Management in 2022.
Sandy’s unique blend of experience and enthusiasm aligns well with LifeTime’s mission to integrate portfolio management and tax planning for clients. As part of the LifeTime advisory team, she works to ensure that clients receive comprehensive strategies that maximize tax savings in relation to their financial plans.
Sandy’s recent PFS™ designation and new role as a PFP Champion with AICPA further elevate her commitment to the profession. We are proud of all she has achieved and look forward to seeing her continue to make an impact in her community and help clients with these critical financial topics.
See Sandy’s AICPA online bio here: https://www.aicpa-cima.com/resources/landing/pfp-champion-program(click on NC on the map, then Sandy)
Learn more about the program here: https://www.aicpa-cima.com/resources/landing/pfp-champion-program