Russell graduated from The University of Florida in 2001 and, like his grandfather before him, became a CPA. Within a few years of graduating, Russell opened his own practice and shortly after that he established Lindsay Financial Services. Russell focused on his clients’ needs from a holistic perspective and worked with other skilled professionals to choose the funds that were the most appropriate investment for his clients. Forecasting the growth of both his CPA firm and his wealth management firm, Russell could see it was time to begin searching for the right partners to affiliate with him on his wealth management platform. This is where the foundation of our practice of three partners