Ross is an Executive Wealth Manager at Genesis Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, and has FINRA Series 7, and 66 registrations, held by LPL Financial as well as life, accident and health insurance licenses.
Ross' primary mission is to provide sound financial advice/strategies to his clients, helping them work toward financial security through the creation, growth, and transfer of wealth. He specializes in comprehensive financial planning working personally with each client to create an overall financial strategy that encompasses the following:
• Investment Planning
• Risk Management Planning
• Education Planning
• Retirement Planning
• Estate Planning
Ross brings his 18 years experience previously gained at AG Edwards, USAA, and Merrill Lynch to each relationship. As a loyal USAA employee for nearly 13 years, Ross was a trusted financial advisor to their high net-worth military members. Ross earned his MBA from the University of North Carolina at Wilmington, is a graduate from Oral Roberts University, serves as a deacon in his church, values spending quality family time with his wife of 18 years and their sons. He also enjoys coaching, National Parks and baseball.