Russ Morgan

On September 29, 2008, with 4 years of financial planning under his belt, Russ was stunned (along with the rest of the U.S.) to see the DOW Jones Industrial plummet 800 points. He had no idea that the market could react in such a volatile manner, and didn’t know what would stop it from happening again. From then on, he sought to understand what happened that day and why. Russ passionately believes that people need to make a concerted effort to understand more about their personal finances, and how to take back and gain control of their money.

Russ enlightens business owners and investors with the knowledge they need to empower them to make better financial decisions. He believes, along with supporting data, that it’s time you stopped following conventional planning methods, and started thinking for yourself.

Simply put – There’s a better way to manage your money; one that frees you to make sound decisions and chart your financial future on your terms.

Russ speaks several times a year to UAB and St. Vincent’s residents to educate them on strategies that can help them reach their financial goals and highlight where problems may arise in the future. Russ is a member of the “Mastermind Group,” an invitation-only study club focusing on Infinite Banking. In addition, he is a returning presenter at Think Tank, an annual conference that draws hundreds of advisors to discuss Infinite Banking since 2010.

Russ received his Bachelor of Science degree from Auburn University, where he met his wife Megan. Megan is a dentist and mother of their four children – Alexandria, Cate, Betsy and Ryan. You can regularly find them at Briarwood Presbyterian Church.