Russo Wealth Management and Insurance Solutions
Ashley Russo
Wealth Management Advisor

Meet Our Team
At Russo Wealth Management we take pride in having a dedicated and experienced team of financial planners who are committed to helping you achieve your financial goals. With our team’s collective expertise of over 28 years, dedication, and commitment to your financial well-being are what set us apart. We work collaboratively to tailor financial solutions to your unique needs, ensuring your financial success and peace of mind. Get to know the talented professionals behind the numbers:

Ashley Russo
Wealth Management Advisor
Ashley Russo is an American Financial Advisor and public speaker at the top of her field, ranking in the top 3% of advisors currently working at Northwestern Mutual.
She is a frequent speaker on financial literacy, namely focusing on simple ways to create financial security and building confidence around finance. She works to demystify complex topics, from setting budgets to utilizing your 401(k), taxes to retirement planning, always working to eliminate the shame and judgement that surrounds these conversations. Her passion for helping others with financial literacy grew out of her own life experience. Left to her own devices from the age of 13, with no formal education, she learned early the importance of financial security. Ashley empowers people to embrace their finances to the benefit of their overall wellbeing.
During her free time, Ashley can be found on the golf course or hiking with her husband, Kevin and her baby girl Mackenzie.

Briana Johnston
ChFC®, CFP®
Associate Wealth Management Advisor
Briana began her career at Northwestern Mutual as a Recruiter after graduating from the University of Memphis with a Bachelor’s degree in Mathematics.
Bri’s financial planning knowledge and investment knowledge are invaluable to our clients. She skillfully provides clear guidance that simplifies complex topics and provides a disciplined process to ensure families stay on track. To leverage her degree, Briana also holds her CERTIFIED FINANCIAL PLANNER® certification and Chartered Financial Consultant® professional designation along with FINRA Series 7 and Series 66, and California Life & Health License.
While in the office, Briana manages all client interactions, from investments to plan creation. She fluidly leads our operational team to agilely support the sophisticated needs of our clients.
Favorite Friends Show Quote: “Pivot Pivot Pivot!”
Life Quote to My Younger Self: “There will be limitless endeavors to journey through, if you keep an optimistic attitude.”

Grace Beach
CFP®
Associate Wealth Management Advisor
Grace graduated from the University of Alabama with a Bachelor of Science degree in Consumer Affairs and a Master of Science degree in Family Financial Planning and Counseling. Grace believes that clients are more than numbers on their balance sheet. She sees each relationship she makes as the fuel that drives her love the financial industry and the clients long term dreams.
Grace joined the Russo team as an accomplished Associate Lead Advisor with a decade of experience. She holds her CERTIFIED FINANCIAL PLANNER™ professional designation, a Washington and California Life & Health license, FINRA Series 7 and Series 66 security licenses.
She is currently in Whidbey Island, WA with her husband and dog, Phoebe. She enjoys a great cup of coffee and exploring.
Favorite Friends Show Quote: “I have this uncontrollable need to please people”
Life Quote to My Younger Self: “Doing the best at this moment puts you in the best place for the next moment.”

Janille E Lowe
Janille graduated from San Diego State University with her Bachelor’s degree in Business Administration with an emphasis in Management. With an interest in financial planning, Janille started her career with Northwestern Mutual as a Sales Execution Team Associate. She is FINRA Series 7 licensed and holds her CA Life and Health License.
With a passion for financial planning, Janille joined our team to synergistically integrate her area of expertise and experiences with the firm. Clients value her commitment and loyalty to their planning.
Born and raised a “San Diegan,” Janille takes advantage of the beautiful weather by going to the beach, traveling, and valuing quality time with close family and friends.
Favorite Friends Show Quote: “A promise between friends means never having to give a reason”
Life Quote to My Younger Self: “When you undervalue what you do, the world will undervalue who you are.”

Kimberly Frank
Associate Financial Representative
Kimberly graduated with a degree in Elementary Education from the Indiana University of Pennsylvania. She has a passion for comprehensive financial planning and continuing education. She enjoys connecting with clients to fully understand their goals and what is important to them.
Kim joined Russo Wealth Management as a successful Lead Advisor Associate. She currently resides in Pittsburg, PA and holds her FINRA Series 6 and Life Accident & Health Licensed. When Kimberly isn’t in the office, she enjoys reading, hiking, and traveling with her husband, Brian and their dog, Hank.
Favorite Friends TV show Quote: “Joey doesn’t share food!”
Life Quote to My Younger Self: “Good or bad, this too shall pass.”

Cassie Lenee Martin
Financial Planning Analyst
Cassie Martin is a Radford University alum with a bachelor’s degree majoring in Sports Medicine. Her passion in finance drives her motivation to build comprehensive and efficient plans for our clients. She believes planning is key to having success in your financial journey.
Originally from Virginia but now, she is happily settled in Charlotte, NC where she joins our team as a Planning Associate. Outside of the office, you will find her spending time with family and friends, unwinding by the lake, and fostering as many dogs as possible.
Favorite Friends TV show Quote: “They don’t know that we know they know we know”
Life Quote to My Younger Self: “Don’t get so caught up in the difficulties of the moment since they are only temporary."
Our Process is easy as 1, 2,3!
Step 1 – Understanding What You Want
Our first meeting is an opportunity to understand what you want your hard-earned dollars to do for you, making sure they are working as hard as you do. We will explore your goals and gather additional data to make sure you are on track for the life you want to live. We will provide a checklist of the items that we’ll need to create your comprehensive plan.
Step 2 – Your Roadmap
During our second meeting, we will review your personalized analysis and financial plan. We will provide you with a comprehensive overview of where you currently are and any adjustments needed to get to where you want to go. We will identify areas of inefficiency whether that’s in tax efficient strategies, investment opportunities, or cash management.
Step 3 – Ongoing Maintenance
As life changes so should your plan! We are non-fee based financial planners held with fiduciary standards, meaning we do not charge by the time spent, but a percentage of assets under management. We can connect as often as you would like and typically suggest quarterly or semiannual review meetings. You can expect ongoing support, investment, and strategy updates to ensure that your plan is still aligned with your goals and objectives.




