Ron is a native of Louisville, Kentucky. He graduated from the University of Louisville with a bachelor’s degree in Mathematics and Master’s degree in Business Administration. After a successful career in Information Technology, Ron joined Money Concepts in 1995 where he provides wealth management, financial planning and investment planning solutions that are tailored to his client’s specific needs. He believes in offering exceptional customer satisfaction by providing independent, honest, and ethical service.
Ron always had a strong interest and knowledge of financial planning. When he left his career in Information Technology, his obvious path was obtaining his Certification for Financial Planning. Ron now works in an industry where he can utilize his love for finance, knowledge of the industry and research to provide his clients with a broad range of financial products that are tailored to meet their individual needs.
Ron offers many services in order to help his clients prepare financially for the future. Some of these services include Retirement, Estate, College Education and Mortgage Planning. He also provides Wealth Conservation and Distribution Services, Executive Benefit Programs and Key-Employee Retention Strategies. In addition, he is licensed to offer Long Term Care, Health and Life Insurance products to meet his client’s individual needs.
As a member of the Bluegrass Region of Money Concepts, Ron was a member of the Field Advisory Board, a Charter member of the Thoroughbred Club, and is a recurring Eagles Club member. All of which are honors given for his integrity, experience, and knowledge. He developed the Regional Investment Models and is a CFP mentor to other advisors.
Ron and his wife Sherri enjoy spending time with their four children, seven grandchildren and three great grandchildren. He also enjoys bridge, reading, sporting events, traveling and is involved with several groups in his community and church.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure