Meet Russ

Russ Shafer
Chief of Staff


As the Chief of Staff to the CEO of PlanSource, Russ Shafer partners with the executive team and others across the company to oversee the execution of the enterprise Value Creation Plan and to help drive cross-functional efforts.

Prior to PlanSource, Russ served the insurance industry as a consultant at Deloitte, Ernst & Young, and boutique and independent consultancies. Additionally, Russ spent almost 15 years driving transformational change at leading insurance carriers Northwestern Mutual and New York Life with enterprise-wide responsibilities spanning strategy, governance, marketing, operations, distribution and information technology.

Russ earned a BA in Physics from Lawrence University, BS in Industrial Engineering from Milwaukee School of Engineering, and an MBA from the Kellogg School of Management at Northwestern University.

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