Born in Mount Clemens, Michigan, and raised in New Baltimore, Ron’s deep roots in Michigan have shaped his approach to both life and work. After earning his Bachelor of Science degree in Business Administration and Management Information Systems from Central Michigan University, Ron embarked on a journey in the financial industry that has spanned almost three decades.
Since 1996, Ron has had the privilege of providing wealth management services while forming genuine relationships with individuals, families, and organizations from across the nation. Ron is driven by a passion for helping others and going above and beyond for his clients. His approach is centered on understanding each client’s unique needs and goals, enabling him to implement innovative investment strategies that truly reflect their individual interests. Ron’s experience and dedication have been recognized by Forbes, which listed him as a Best-in-State Wealth Management Team Member* a testament to his skill and commitment to excellence.
Beyond his professional accomplishments, Ron’s life is enriched by his family. Residing in Plymouth, Michigan, with his wife, Marisa, Ron is a proud father to five children and grandfather to eight grandchildren. He treasures the time spent with his family, especially during gatherings at their lake house in the Irish Hills. An avid outdoorsman, Ron enjoys boating, fishing, golfing, and exploring new countries through international travel.
Education and Credentials:
- Bachelor of Science in Business Administration and Management Information Systems, Central Michigan University
- Forbes Best-in-State Wealth Management Team Member – 2023-2024*
Personal Life and Interests:
- Enjoys nature and outdoor activities, as well as international travel.
- Cherishes time spent with his family, especially at their lake house in the Irish Hills
*The Forbes Best-In-State Wealth Management Team Member rating was presented in January 2024 using data gathered from March 2022 through March 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, operational as a team for minimum of one year and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.