Ross brings over a decade of experience in tax preparation, tax planning, wealth management, and investment analysis. He has worked at a large regional accounting firm and smaller independent firms, giving him a well-rounded perspective on how to help clients navigate complex financial situations. Ross enjoys helping clients find smart ways to become more tax-efficient and confident in their financial lives.
Ross is a Certified Public Accountant in New Mexico, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and a Personal Financial Specialist (PFS). Before transitioning into financial services, Ross spent more than 30 years in the golf industry and is a Life Member of the PGA of America.
He earned his MBA with a concentration in Finance from the College of Santa Fe after completing a BBA in Finance at the University of New Mexico. Outside of work, Ross is deeply committed to giving back to the community and has served as Treasurer of Horizons Albuquerque for the past seven years, supporting its mission to provide summer academic enrichment for public school students from low-income families.