For more than four decades, Ron has helped individuals and families make thoughtful financial decisions with their future and the people they care about in mind. He believes good planning is about more than building wealth. It is about creating a clear path forward and using your resources in ways that reflect what matters most to you.
An avid sailor, Ron understands firsthand the value of thoughtful preparation and the ability to adjust when conditions change. In 2019, he and his wife, Cindy, spent a year sailing from Miami to Boston and back, an experience that reinforced his appreciation for planning, teamwork, and adaptability.
Ron is also passionate about charitable giving and helping clients think intentionally about the impact their wealth can have. He encourages families to consider not only what they want their wealth to accomplish for themselves and future generations, but also how it can support the causes and organizations that matter most to them.
Ron and Cindy have been married for 45 years and have three children and five grandsons. They recently relocated from Southern California to the East Coast to be closer to family.
Ron attended the United States Air Force Academy and earned his B.A. in History from Chapman University.