Miller/Russell & Associates, one of the leading independent investment advisers in the Southwest, announced today that four key executives have been made partners of the firm.
Miller/Russell & Associates moved to an independent, partner-ownership model in 2012 to create a long-term internal succession plan that would preserve the firm for future generations.
“We are thrilled to welcome these four dedicated individuals as partners at Miller/Russell & Associates,” said Mark Feldman, CEO and managing partner. “Each brings his or her own unique talents and strengths to the team, and has continually proven to be a valuable asset to the firm. We are committed to cultivating our own team members to become not only the future leaders, but also the future owners of the firm.”
Russ Bucklew joined Miller/Russell & Associates in March 2005 after spending more than 20 years in business development, investment services, wealth management and banking. As partner, he will continue to provide investment and wealth management to high net worth individuals and institutions in Las Vegas and Southern Arizona. He is a CERTIFIED FINANCIAL PLANNER™ professional and also maintains a professional license with the Washington Bar Association.
Ken Garrett joined Miller/Russell & Associates in February 2013. Garrett’s career includes more than 30 years of experience as a tax consultant, including eight years at Grant Thornton LLP. He will continue to cultivate the firm’s tax services practice, which provides income and estate tax services for individuals, families and their related entities, as well as private businesses. Garrett is a Certified Public Accountant licensed to practice in Arizona and New Mexico.
Maureen Rzeppa, chief administrative officer, joined the firm in February 2002 after working as controller of a privately owned electronics surveillance company. She will continue to oversee the finances, compliance and practice management functions as a managing partner. Rzeppa is a Certified Public Accountant and has earned the designation of Investment Adviser Certified Compliance Professional®.
Dave Westra joined Miller/Russell & Associates in October 2006 after spending several years as director of finance for eFunds and Avnet. Westra’s primary responsibilities will continue to focus on providing investment advisory and consulting services to corporations, non-profits, foundations and individuals. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Accredited Investment Fiduciary® designation.
The firm’s remaining interest is held by CEO and Managing Partner Mark Feldman, Managing Partner Brad Lemon, Managing Partner Christina Burroughs and Miller/Russell & Associates’ client Marketplace One, LLC.