Our purpose is deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training, we can help people better prepare for the future. After years in the business, we believe we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Ross is the President of ROSS Wealth Management and in his role, he manages the business and helps guide clients. He has been in the financial services industry for over three decades and was drawn to the career path because he loves...
Director of Operations and Client Services
Lottie is our Director of Operations and Client Services and in her role, she oversees client services, client onboarding, compliance, paperwork, phone calls, marketing, and more. She’s the face that clients first see when they...