Ross focuses on working with high net worth individuals and their families to understand their financial goals and implement a tailored wealth management plan. He helps clients in identifying and prioritizing personal and financial goals – including investments, wealth transfer, estate planning services and retirement income.
Ross began his career in the financial services industry in 1998 after receiving his Bachelor of Science in business administration from Miami University in Oxford, OH. He has earned the CERTIFIED FINANCIAL PLANNER certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Ross lives on the western side of Cincinnati in Bridgetown with his wife and four children. Ross is proud to participate in numerous fund raising activities, including events for the Alzheimer’s Association of Greater Cincinnati.