This combination of education, financial services knowledge, previous business experience, and a strong work ethic have enabled him to help thousands of families with protection through insurance, and allowed them to lead better lives by helping them accumulate wealth, plan for education for their children, and retire comfortably.
Ron has a close relationship with his wife, Charlene, and they have worked together for nearly 20 years. Both have had successful careers in other industries. Ron spent 20 years in a family business that they took public in 1984; he left the firm as president. He also spent 10 years in publishing as a sales manager, and operations manager.
“I chose this profession because it allows me to help people and it offered a way for me to also own my own business. We work mostly for individuals, but we do have several business clients, providing group retirement plans, group insurance, and working with each employee on their own individual plans,” he says.
Ron’s goal and mission as an advisor is to see clients safe, less stressed, and not worried about money. “We use a comprehensive process which helps them understand their financial situation and allows us to provide a course of action for them to reach their financial goals. We never pressure anyone. In fact, we won’t even allow them to start working with us until they take the time to really think about what we are recommending. These types of decisions are too important to be taken lightly or decided upon in the spur of the moment in my opinion. Your finances affect your entire life.”
