Ross is a CERTIFIED FINANCIAL PLANNER® professional dedicated to empowering clients with the financial knowledge and tools they need to work towards achieving their long-term financial goals.
With more than 10 years of financial services and 5 years of securities industry experience, Ross has worked with virtually every demographic group to develop a wide range of solutions related to retirement and estate planning, cash flow management, budgeting, debt management, investment management, education planning and more.
Prior to starting his own firm, Ross was a lead financial planner at Mass Mutual and Edward Jones.
Ross has a bachelor’s degree in anthropology from Franklin & Marshall College in Lancaster, Pennsylvania, as well as a Master of Business Administration and a Master of Science and Accounting from Northeastern University in Boston, Massachusetts.
When he’s not saving the world from financial illiteracy, Ross enjoys cooking, hiking, traveling, binging Netflix shows and mentoring future CFP® professionals.