DREAM Bigger

All of our client relationships, as well as our investment management approach, are rooted in our DREAM Process. We have fine-tuned this process based on decades of experience and firmly believe our clients who are engaged in our process are more successful.

Our Five Key Areas of Focus

By focusing on these five key areas, we have been able to tailor our services and hone in on the unique needs and goals of our clients.

How to Get Started

You can reach us by phone or email. We look forward to hearing from you.

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Ronald Cross

First Vice President – Investments
Financial Advisor
Fundamental Choice Portfolio Manager

(937) 949-6323
ron.cross@wfa.com 

Brandon Knutson

Vice President – Investments
Financial Advisor
Fundamental Choice Portfolio Manager

(937) 859-2044
brandon.knutson@wfa.com