My Role:
Ron’s practice centers around assisting business owners, families, and retirees achieve their Retirement, Investment, Risk Management and Estate Distribution goals through our comprehensive financial planning process.
Work History:
Since 1999, I have been helping clients achieve their investing, retirement, and estate planning goals. I help direct my clients through the essential planning and implementation of retirement strategies from the early retirement stages to legacy and estate planning for future generations.
Where I Come From:
Born in Arizona, I was raised in Farmington, New Mexico until I left for college, only to return to start my career. I met my wife Melody in Farmington in 2001 and have 3 wonderful kids who are very active in their various sports programs.
Education:
I have been fortunate to earn a Bachelor’s degree in Business Administration from Carroll College in Helena, Montana where I also earned Academic All-Conference and All-Conference awards as a member of the basketball team.
My WHY:
The world needs more financial literacy. From an early age I was interested in markets, investing and finances. The reward of helping a client achieve a goal, focus on their business or what they love and not the day to day swings in the market, or teaching different aspects of planning and financial literacy is what I love.
Community Engagement:
Our family is involved in the schools our kids attend which keeps us busy. In addition to that, I serve on the board of a local nonprofit, The First Tee Four Corners, which empowers kids and teens with life skills and character development through the game of golf.