Meet the Team
Office Manager/Administrative Assistant
Gallo and Russell welcomed Renee in November of 2010. Her extensive professional experience and extraordinary organizational skills were utilized immediately. Renee oversees our daily operations and manages this busy office with...
Administrative Investment Assistant
Mary joined Gallo and Russell in January of 2018, bringing 14 years’ experience in Trust Management and Financial Client Relations. As an accomplished Wealth and Trust Administrative Professional, Mary sets high standards and...
Angie excitedly joined Gallo and Russell in May of 2019. She’s warmly ready to welcome all clients entering our doors. With a wide background of work experience in financial services and the risk & liability industries, her...
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.