Bio

Ron feels privileged to help people with their personal financial goals.  He loves the challenge of helping them identify their financial goals and design solutions and strategies that they can follow to help them achieve their goals.

He has always had a passion and talent when it comes to managing money.  His parents and grand-parents were a big influence in his wise use of money. 

Through a long and successful career in corporate management, Ron excelled in analyzing and solving complex issues.  He consistently improved profit margins through process improvement and cost savings.

In 2004 he took these unique skills on a new journey to pursue his true passion-- being a financial advisor.  Since then he has obtained many types of insurance licenses (Property & Causality, Life/Health/Disability and LTC).  He has also obtained securities licenses for Registered Representative and Registered Investment Advisor (Series 6, 7, 63 and 66).  

Over 32 years ago, Ron married his teenage sweetheart Shari.  They are proud parents of four children and grandparents of three grandchildren—so far!  On weekends Ron can be found working on projects around his home and property.  He also loves sports, exercising, family gatherings and community service.