Savvy Ladies Volunteers
Ross is a CERTIFIED FINANCIAL PLANNER® professional dedicated to empowering clients with the financial knowledge and tools they need to work towards achieving their long-term financial goals. With more than 10 years of financial services and 5 years of securities industry experience, Ross has worked with virtually every demographic group to develop a wide range of solutions related to retirement and estate planning, cash flow management, budgeting, debt management, investment management, education planning and more.
Areas of Expertise (as specified by volunteer)
Budgeting; Career and Income; Investing; Marriage and Money; Retirement; Small Business; Wealth Management