Meet Ron


As a Wealth Advisor and CERTIFIED FINANACIAL PLANNER™ Practitioner, Ron loves to help clients plan for their goals, manage their resources and maximize their financial potential. He works with clients to help them save and distribute portfolio assets in a tax-efficient manner. Whether they want advice or comprehensive asset management, Ron is ready to help.

A graduate of Aquinas College and a 30-year veteran of the financial services industry, Ron is quite active in various organizations including The Financial Planning Association, The National Association of Personal Financial Advisors and more.

Ron is married with four children. He enjoys watching his two high schoolers’ activities including baseball and orchestra. He also enjoys reading Stephen King books, good and bad days on the golf course, travelling with his beautiful wife, collecting sports cards and bowling.


Favorite quote:

“If you fail to plan – you plan to fail”. I believe everyone can and should have a financial plan.

Favorite holiday:

I love Christmas time with family, but I also think the NCAA March Madness is the most wonderful time of the year!

Place you'd most like to visit:

I have a son studying Japanese at UofM and I would love to travel to Japan (and maybe hit Hawaii along the way) to visit him if he decides to study overseas.

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