Ross has over 25 years experience helping retirees, business owners, and high-net-worth investors with investment advice and wealth solutions. He takes pride in his ability to take the time to understand clients needs and help them sort through the confusion of the financial world. Ross is especially proud of his team's focus on helping clients better understand their retirement options, and helping them pursue a confident retirement.
Ross worked for two major Wall Street firms before choosing to affiliate and offer independent advice with LPL Financial. These experiences, through good markets and bad, have given him a healthy perspective on the markets and how to go about navigating them on behalf of his clients. An Air Force veteran, Ross graduated from the US Air Force Academy with a degree in Operations Research, then achieved a Masters Degree in Business Administration from Wright State University. Ross lives in Bellevue Washington with his wife Anne and two children, where they enjoy the hiking the outdoors, and all that life offers.