CFP®, CLU®, ChFC®
Sr. Wealth Advisor
Ron began his career in the financial services industry in 1994 with a focus toward comprehensive financial planning. His strength and expertise are found in his ability to help his clients create a vision for their personal and professional lives and then integrate their unique vision into a comprehensive life plan. Ron graduated cum laude from Saint Leo University in Florida where he earned a degree in Accounting. He also holds the FINRA Series 66 License.