Client Advisor and Team Manager
If you’re part of a business-owning family, Ross understands the unique issues you face. Coming from a family of business owners himself, he has particular insights into the nuances, challenges and opportunities that arise for family enterprises.
Ross works with you to create effective strategies that meet your specific needs, drawing on his expertise in legacy planning, trust administration and investment research, as well as his personal experience.
He often helps each of the generations within families manage family dynamics and plan for the future of their business. When you’re debating whether to pass on your business or to sell it, Ross enables careful consideration and the balancing of your personal needs, your family’s needs and the business’ needs to determine what’s right for all three.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- Certified Trust and Financial advisor (CTFA)
- B.S. in Chemistry
Washington University in Missouri
Community and Industry Affiliations
- Northwest Family Business Advisors
- Davis Wright Tremaine Family Business Group