Josh Russell | Modern Woodmen Financial Representative

Josh Russell

Photograph of 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

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

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.

In the community

In the community

Current insights

Ready to take control of your finances in 2026? Here are four tips to get you started! 1. Live within your means. Create a spending plan. 2. Save then spend. Make saving automatic. 3. Start now. It’s always better than starting later. 4. Outpace inflation. The longer you live, the more you need to do so. I can help! Schedule time to meet with me.

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#MotivationMonday

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Retiring in 2026? Here are three year-end retirement planning tips to help you make the most of your finances before the calendar flips. 1. Maximize retirement contributions. Boost your 401(k), IRA and HSA savings before limits reset! 2. Delay Social Security (if you can). Waiting equals bigger monthly checks later. 3. Review and update your wills, trusts, powers of attorney and health-care directives. Meet with me to discuss!

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#MotivationMonday

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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.
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Notice of collection for California residents
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.

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