...Our Unique Firm

MISSION STATMENT

To motivate individuals to apply God's principles to; develop priorities, give, get out of debt, handle and invest wealth carefully, instruct their children and grandchildren in the basics of finance and to include their local church and Christian college in their wills and trusts.

OUR MINISTRY

We are very active in teaching believers through workshops and church seminars around the country. Our typical seminar spans 3 days, from Sunday through Tuesday. The booklet we developed for these meetings is entitled "A Seafaring Guide to Financial Wisdom". We teach the Biblical Sequential Priorities of Giving, Savings, Spending, Offerings and then Luxuries. We focus on Training PARENTS how to "train up" their children and important issues of Christian Estate Planning. Last year alone we directed over $5 million back into the Lord's work through charitable giving. This year we expect to surpass it! We usually include the services of a local Christian attorney. Call for a sample of our syllabus, seminar costs and available dates.

Roy Russell

Roy is the Chief Executive Officer of The Legacy Institute and president of The LIFE Financial Group, Inc. in Douglassville, Pa. He is responsible for overseeing nearly 150 million dollars of invested assets for clients around the country and directs over five million dollars per year into various Christian ministries through charitable giving and will seminars. Roy and the staff actively minister in conservative Bible preaching churches around the country with their three-day Legacy Institute workshops. Maranatha Baptist Bible College has also developed a relationship with Roy and his staff to promote financial literacy in their supporting churches. He also teaches pastor’s tax courses and oversees the tax department at the LIFE Group, in addition to being the investment advisor and Director of the Institute for Biblical Endowment, a public charity though the Waterstone.

Roy attended Pillsbury Baptist College in Minnesota with additional follow up courses at Calvary Baptist Seminary in Lansdale, Pa. He is also a graduate of the National Planned Giving Institute; College of William and Mary. In addition, he has experience with real estate and training in marriage and family counseling.

As a Certified Financial Planner and an Investment Advisor Representative Geneos Wealth Management, Inc., he was selected as an honorary member of Who’s Who in Executives & Professionals and is a member of the Financial Planning Association. He has been married for more than 30 years and has four grown children who are serving in various church ministries. Roy and his wife, Lana attends High Point Baptist Chapel in Geigertown, Pa. 

Larry Russell

Larry is an Accredited Asset Management Specialist and an experienced financial advisor. Having been both a Pastor in Iowa for several years, and later, a licensed retirement home administrator, his heart is in assisting the senior saint with retirement issues. He is involved in family financial counseling and specializes in pastor and church tax issues. Larry also heads up our Seniors Ministry in churches around the country. Larry is a graduate of Baptist Bible Seminary in Clarks Summit, PA and Michigan State University. He is also a Registered Representative through Geneos Wealth Management, Inc., Larry resides in Exeter, PA with his wife, Katherine and attends Valley Forge Baptist Temple in Collegeville, PA.

Doug Floro

 Doug is our Chief Compliance Officer as well as an active member of our teaching and financial planning team when we minister in churches and colleges across the country. Doug is a Certified Financial Planner™ professional and has been managing personal, family and client financial accounts since 1980. He is an Investment Advisor Representative, through Geneos Wealth Management, Inc. and holds insurance licenses in Life, Health, and Long Term Care, and Securities Licenses 7, 24, 53, 63 and 65. He has also earned the Chartered Retirement Plans Specialist designation from the College for Financial Planning. Doug attended Temple University during the early 1970's where he met his wife of 25 plus years, Sherry. Doug is actively involved in the ministry of Indian Valley Mennonite Church in Harleysville, PA, where he serves as an Elder and attends with his wife and children.

Lana Russell

Lana is Roy's wife and assists with office administration and client services. She oversees RIA billing and accounts receivable. Lana is primarily a homemaker but after raising four children she now helps at the office and makes time for our 5 grandchildren. 

Michelle Hackman

Michelle’s prior professional banking career brings a wealth of financial knowledge and experience to our clients. She has also served as an office manager for H&R Block. Her 18 years of industry experience provides assistance not only to the individual tax filer but also to the small business world. With her experience and heart for the Lord, her skills even extend to the interesting world of pastor's taxes. If you have a problem...she can usually get it resolved. Michelle is also licensed with insurance and assists our clients with various Life, Health and Long-Term Care Insurance Issues.

In her personal life, she is active in various sports, especially volleyball, in which she leads several teams. Married for 25 years, she has two grown children.

Tim Russell

Tim Russell, Roy’s son, has worked with the Life Group in various capacities since 1998.  He is licensed to sell securities and is a Financial Adviser.  Tim Graduated from Clearwater Christian College with a BA in Bible.  Married for more than 5 years, Tim and his wife Christine have 2 very active boys (Joshua and David).  Tim responsibilities include managing client accounts, promoting and organizing church seminars, and plan our annual client event.

Jeremy Ehst

MaryGrace is our Administrative Assistant. Her role is to be the customer service liaison, solving nearly any problem our clients may have.  Her previous experience in management brings great organizational skills to the Life Group.  MaryGrace is a very detailed oriented person and enjoys getting to know our clients on a personal level.

She and her husband Michael of 25 years have two children.  A member of Daybreak Community Church in Royersford, MG is an active member of Child Evangelism Fellowship® of Montgomery County.  In her spare time she enjoys crocheting and watching football (E-A-G-L-E-S  EAGLES!!)