Ross has over 21 years of experience in guiding and advising individuals, families, businesses, and institutions in dealing with the challenges that come with growing, preserving, and transitioning wealth. He works collaboratively with each client to ensure they have a personalized investment plan, whether they are focused on accumulating wealth, generating retirement income, or preserving wealth for future generations.
A lifetime resident of West Michigan, Ross graduated from Hope College with a degree in Economics and Business Administration. He began his career as a Financial Advisor with Edward Jones & Co., where he developed his fundamental investment knowledge. He joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors in 2006. He has been recognized as a Wells Fargo Advisor Platinum Council (2016, 2017, 2022), a designation that is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components, and professionalism. In March of 2023, Ross joined a select group of advisors by obtaining his CERTIFIED FINANCIAL PLANNER™ designation.
Away from the office, Ross is active in his church and several charitable organizations. He is an active member of the Hope College Alumni Association and is also actively involved in coaching through various youth sports programs in West Michigan. He and his wife Kara are the proud parents of 3 children, Rylee, Emmalyn, and Hudson.
*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.