As an Investment Executive and Financial Advisor, Ron dedicates his investment knowledge and more than 18 years of experience to helping people achieve their financial goals. He takes a conservative approach to helping clients preserve and accumulate wealth by focusing on minimizing risk through reducing volatility.

Ron works with all clients to develop sound investment and financial planning strategies to align both assets and actions with the stated goals. He specializes in retirement income planning and portfolio construction, including asset allocation and investment selection. His approach emphasizes addressing each client's unique needs to help them make informed decisions about their future and their investment portfolio.

He holds life, health and variable annuity licenses and derives great satisfaction from helping others navigate through the various financial stages of their lives.

Small business owners in particular are a favorite of Rons. Prior to serving in the financial services industry, Ron was a small business owner. His firm specialized in flooring and overlays in a wide range of mission-critical structures including hospitals, industrial buildings, commercial units and private homes. It was then that he realized many small business owners, professionals and families did not have the luxury of time to dedicate to a disciplined focus on their own investments and financial future. Already having a passion for the financial markets, Ron decided to sell his business interest and pursue a career in the financial services industry. He seeks to become his clients' most trusted advisor.

Originally from Des Moines, Iowa; Ron was raised in Atlantic Beach and currently resides in Ponte Vedra Beach. He enjoys boating, fishing, cooking, gardening and spending time with his family and friends.