J. Don Ross has been working in the financial service industry since 1985. With over 38 years of experience in financial planning, he understands the need for individualized strategy based on a client’s preferences and goals. Each Client’s plan is dynamic and changing with each life stage. He enjoys helping individuals, couples, and families working toward financial independence. He also specializes in small business retirement plans, succession plans and helping owners who are interested in a customized retirement plan.

In 2012, J. Don began working as an independent advisor to make available more comprehensive products and services. His goal is to merge clients risk tolerance with their expectations and help them find financial strategies that will reach their ultimate financial destination.

Don earned a B.S. in Business Administration from Oklahoma State University and a M.B.A. from Wichita State University, with emphasis in finance. J. Don and his wife, Lesa, have two adult sons.