As a Wealth Advisor and CERTIFIED FINANACIAL PLANNER™ Practitioner, Ron loves to help clients plan for their goals, manage their resources and maximize their financial potential. He works with clients to help them save and distribute portfolio assets in a tax-efficient manner. Whether they want advice or comprehensive asset management, Ron is ready to help. A graduate of Aquinas College and a 30-year veteran of the financial services industry, Ron is quite active in various organizations including The Financial Planning Association, The National Association of Personal Financial Advisors and more