B.S. in Business Administration from Hastings College in 1982
M.S. in Taxation from the University of Texas in 1986
Certified Financial Planner® since 1999
Role on Team
Owner and CEO since establishing our company in 1998
Head of our Investment Committee
Chief Compliance Officer
Personal Life and Interests
Ron and his wife Bev live in Council Bluffs, Indiana. They have three sons who are grown and on their own. When Ron is not at the office you can find him on his bike, both indoors and out. He has recently added CrossFit to the list of things he likes to do for “fun”. Ron and his son completed a ride across the U.S. on the TransAmerica Bicycle Trail in 2014, which took them 3 months to complete. Ron also enjoys fishing and is an avid Husker fan.
Never sacrifice who you are for what you want
We provide financial planning, tax planning, and investment management services that help you to experience a successful retirement.