Josh Russell | Modern Woodmen Financial Representative

Josh Russell

Josh Russell

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Josh Russell
At work

At work

At work

Why I do what I do

Why I do what I do

I've always been a teacher and a coach. Who I'm teaching and what I'm coaching have changed, but I love that I’m still helping others every day!

I serve members in…

the greater Charlotte area and throughout the Southeast.

I enjoy working with…

families, small businesses and business professionals.

I chose Modern Woodmen because…

I believe in what the organization stands for and how it helps its members. I was a member long before I joined the team!

The best part of my career is…

helping my members. I feel great knowing I helped make a positive impact in their lives.

“Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.”
At home

At home

At home

My life outside of work

My family includes…

my wife, Melody and my sons Lincoln, Owen and Sonny.

In my free time, you can find me…

at the field cheering for my kids, in the garden or behind the grill!

I’m passionate about…

my family, friends, sports and cooking.

My greatest blessing is…

my family and my health.

Community impact

In the community

In the community
Current insights

Current insights

Ready to declutter your finances? Here are five tips to spring clean your budget. 1. Conduct your own expense audit. Go through the last one to three months of expenses and locate potential wasteful spending. 2. Cancel or reduce subscriptions. Ask yourself if there are any you can downgrade. 3. Set spending caps. Set limits on a few categories – like eating out, shopping or coffee runs – to remain flexible. 4. Map out irregular expenses. Put money aside for things like car repairs, gifts, home maintenance and travel to prepare for the future. 5. Set one budget goal per month. Examples include reducing food delivery by $80, paying off a bill or building an emergency cushion.

#MotivationMonday

Don't leave your finances to luck. I can help you develop a personalized plan. Let's talk.

#MotivationMonday

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities and advisory services offered through MWA Financial Services Inc., a Registered Investment Adviser and a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell or offer all products or services. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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