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Russell Dunn specializes in crafting personalized financial strategies that help clients achieve their goals in a risk-aware and tax-efficient manner. His approach combines deep analytical expertise with a genuine commitment to understanding each client’s unique needs. From evaluating asset diversification and estate planning documents to identifying tax-saving opportunities and developing wealth transfer strategies, Russell’s work is tailored to deliver clarity and confidence to those he serves.
Russell’s career began in chemical engineering, earning a BS from Texas A&M University followed by an MBA from the University of Houston. He spent 15 years in hazardous waste management, holding leadership roles in regulatory compliance and plant operations across multiple states. Transitioning to financial services in 2003, he worked at Morgan Stanley before joining INTRUST in 2014, where he earned his CERTIFIED FINANCIAL PLANNERTM designation.
Clients appreciate Russell’s thoughtful blend of technical insight and personal connection. He finds fulfillment in uncovering solutions, like identifying costly tax errors, and in moments when he can reassure clients they’re ready to retire and enjoy the life they’ve worked hard to build.
Russell is deeply involved in his church where he serves as an elder and leads a Boy’s Bible Study. He and his wife Linda enjoy spending time with their three children and two grandchildren, all of whom live in Wichita. Russell’s passion for helping others, both professionally and personally, is at the heart of everything he does.