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Timothy J. Russell, CFP®, CKA®

President & Wealth Manager

Tim Russell quite literally grew up in the business. His father, Roy Russell, taught each of his 4 children the importance of money and how to be a wise steward of their resources. In the summer between his junior and senior year of high school, his father presented him with a book (Series 6 exam manual) and told him that he should try to get licensed. At 17 years old, Tim took up this challenge and was successful in passing the exam.

Today, Tim uses his wealth of knowledge and experiences to assist his clients to become even better stewards of all their assets. As the President of The Life Financial Group (LFG), he oversees the day-to-day operations as well as its two daughter companies, Beacon Tax Services and Life Institute. As a Wealth Manager, Tim works directly with families by helping them understand where they are, where they want to go, and what the obstacles in their path. Then, Tim works with his clients to craft a plan to overcome their obstacles and achieve their goals. 

Tim also leads LFG’s Investment Committee for the Biblically Responsible Investment (BRI) models, which seek to honor our clients’ convictions by avoiding investing in companies that profit from tobacco, alcohol, casinos, pornography, and abortion. Tim co-hosts The Stewardology Podcast, a weekly show which helps connect practical, everyday stewardship with rich Christ-centered theology. He also enjoys preaching and teaching in churches and colleges across the country on stewardship and finance in our Three-Day Stewardship Lifestyle Seminars.

Professional Designations and Licenses

Tim has furthered his ability to assist his clients in reaching their goals by attaining various professional designations. As a CFP®, CERTIFIED FINANCIAL PLANNER™ professional, and CKA®, Certified Kingdom Advisor, he is equipped to address a wide range of challenges and situations from a professional and Biblical perspective. He also holds Series 7 and 66 securities licenses, in addition to his Pennsylvania Life & Health Insurance license.

Educational Background

Tim has his Bachelors Degree in Bible with minors in History and Biblical Languages from Clearwater Christian College. He has also completed several years of seminary coursework focused on theology.

Family and Interests

Married since 2002, Tim and his wife Christine have two very active teenagers (Josh and David). Along with spending time with his family, Tim enjoys reading, listening to audiobooks and podcasts, scuba diving, hiking, and going on mission trips. He is a member of Brick Lane Community Church in Elverson, PA where he teaches as needed and leads church’s Harvest Ministry, serving men who are dealing with sexual struggles. 

Interesting facts about Tim:

  1. In 1996, he helped a friend sneak across the border from the Czech Republic to Germany.
  2. He almost died scuba diving when a current came out of nowhere and nearly swept his entire dive team away.
  3. He was born with bent pinky fingers which bend in towards his other fingers.

 

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