Senior Financial Advisor at
Vital Investment Investment Management
Years of Experience
30 years
Number of Clients
0
Average Client Size
$1,000,000
Member Since
2026
Understanding client needs, goals, and objectives is my focus. Delivering actionable, custom solutions is my goal.
Rusty has worked extensively with large, well-known asset managers and consultants, enhancing his ability to deliver sophisticated investment solutions tailored to diverse client needs. He brings deep expertise in asset management, fixed income, alternatives, and planning to investors in all phases of development. He is known for his thoughtful communication style and commitment to delivering well-researched, actionable plans to his clients.
BA
Obtained in 1993
Senior Financial Advisor
2025 - Present
Consultant
2023 - 2025
Senior Vice President
2007 - 2022
Investment Consultant
1998 - 2007
Trader / Fixed Income Specialist
1994 - 1998
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