Will Russell

Will Russell serves as Principal, bringing over three decades of experience in corporate financial management and captive insurance operations. His background includes corporate treasury systems, business valuation, and due diligence, which he applies across a wide range of client engagements. Will oversees firm operations while also preparing income tax returns and conducting audits, reviews, and compilations for a diverse client base. He is a recognized voice in his field, having spoken at national and international events hosted by the Association for Financial Professionals (AFP), the South Carolina Captive Insurance Association (SCCIA), and EuroFinance in the United Kingdom. His leadership roles include serving as president of the SCCIA, treasurer of the Charleston Regional Development Alliance (CRDA), and chairman of the Greater Summerville/Dorchester County Chamber of Commerce. Will also served on the Large Corporate Client Advisory Board for Wachovia Bank, N.A., reflecting his long-standing commitment to financial stewardship and industry engagement.