Ron has a business background that spans more than a quarter-century—as a small-business owner for 20 years, he worked with investors and provided financial planning services before joining the team as an Account Strategist in 2015. 

Ron’s deep understanding of the concern’s small businesses face, along with his vast experience on both the employer and investor sides, allow him to effectively build long-term retirement strategies for our clients and develop plans that meet each organization’s unique needs. A graduate of the University of Alaska with a degree in chemistry, 

Ron describes himself as a “numbers guy”; he holds Series 7 and 66 licenses from the Financial Industry Regulatory Authority and is a registered Investment Advisor Representative. He has also earned the Certified Plan Fiduciary Advisor (CPFA) designation. 

When he’s not focusing on the numbers with clients and their employees, Ron is often out on the water, enjoying the sights of Alaska from his sailboat.

Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.