Tuggle & Russell LLC

Specialties

Our specialty is strategy.

Our approach is simplicity.

The result is superior service:



Financial Planning

Investment Management

Getting Ready For and Living in Retirement

Your Advocate with other professionals

Navigating Life’s Transitions

Getting Organized

History

Established in 2003.

In 2003, Clayton Tuggle and Lois Russell successfully brought together their years of experience, various backgrounds, and knowledge to form Tuggle & Russell, LLC.

The positive synergy that results from the interaction of these two experienced advisors is vibrant and beneficial to their clients. Together Clayton and Lois also bring a trans-​generational understanding to financial matters and family relationships.

As «fiduciaries» they are both committed to and required by law to put YOUR interests first.

Meet the Business Owner

Lois R.

Business Owner

Financial Advisors and Financial Planners:

Clayton Tuggle, CPA, Certified Financial Planner™

Lois Russell, Certified Financial Planner™

Clayton Tuggle thrives on a good challenge. When he managed his own public accounting firm, he specialized in income and estate tax planning. Now his financial planning clients benefit from his ability to safely navigate them through the perils of tax pitfalls.

Lois Russell loves bringing order out of chaos. She helps clients clarify and simplify their financial lives. As an accomplished speaker she is frequently invited to make presentations on financial matters for various organizations.