Experience

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  Achzet Family Enterprises, Inc.

  • Bonita Springs, FL

  • President and CEO

    • Feb 2006 - Present
    • Bonita Springs, FL

    Family wealth management and consulting firm. Mr. Achzet provides business planning services to growth firms in the financial planning and wealth management industry.

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  Achzet Holdings TN, LLC

  • Mount Juliet, Tennessee, United States

  • President & CEO

    • Jan 2021 - Present
    • Mount Juliet, Tennessee, United States

    A music school that offers a unique method of instruction.We base our method of music instruction on the knowledge that students learn best when they play the music they enjoy most. That’s why we use special arrangements of today's music to help students become proficient instrumentalists or ...

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  Tunstall Consulting, Inc.

  • United States

  • Corporate Financial Planning Marketing Consultant

    • Oct 2011 - Present
    • United States

    "What would you do if you had all the capital necessary to grow your company to its full potential?"(tm) My role is to identify high grouth companies and introducing them to our unbiased HOURLY BASED Corporate Financial Planning services. We help clients and their advisors prepare for...

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  National Advisors Trust

  • Overland Park, KS

  • Founder/past Board Member/current shareholder

    • 1996 - Present
    • Overland Park, KS

    I provided a portion of the "at risk" founding capital and assisted in the recruiting of successful financial planning and wealth management firms to become shareholders. During the founding stage, as part of the Board of Directors, I provided business guidance and direction for the ser...

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  Achzet Monaghan, Inc. dba 457 Plan Service Group

  • New York State

  • President

    • Jan 1982 - Present
    • New York State

    Sales and service for IRC Section 457 Public Employee Deferred Compensation plans.

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  Tompkins Financial Corporation

  • Board Member

    • May 2006 - Apr 2010

    Publicly owned financial services holding company (TMP) which acquired AM&M Financial Services, Inc. in 2006

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  TEC/Vistage

  • Member

    • 1992 - 2006

    Founding Member

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  AM&M Financial Services, Inc.

  • Rochester, NY

  • President, CEO and Board Chairman

    • Jan 1964 - Dec 2005
    • Rochester, NY

    Russell K. Achzet, CFP®, founded AM&M Financial Services, Inc. and served as its President and CEO through 2005. From 2006 through 2009 was Vice Chairman of its Board of Directors. AM&M was composed of three operating divisions: AM&M Planners, Inc.; Ensemble Risk Solutions, Inc.; and...