Ron has been serving clients as a Strategic Advisor with Mercer Advisors since 1999. He conducts initial trainings and coaches clients on an ongoing basis. Ron’s strongest expertise is helping clients create a vision for how they want their personal, practice and professional lives to be and then integrating that vision into a comprehensive life plan. He is a Certified Financial Planner (CFP®) certificant and Chartered Life Underwriter (CLU). Ron was born and raised in Upstate New York but spent several years in Tampa, Florida before relocating with Mercer Advisors to Atlanta. He graduated cum laude with a BA degree in accounting from Saint Leo University in Florida. He has over 20 years of experience in the financial services industry with a focus toward comprehensive financial planning.
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