Ross helps physicians and dentists overcome financial challenges unique to their careers. He seeks to not only provide a personalized financial strategy but also to have his clients fully understand it.
Focused on long-lasting, beneficial relationships, Ross prioritizes trust with his clients and seeks to listen, teach, and guide them through every step of their financial journey together.
Originally from Cleveland, Ross graduated from the University of Minnesota with a Bachelor of Science in Business and Marketing. While in school, he was a member of the Gophers Men’s Gymnastics team.
When he’s not working, Ross enjoys running, golfing, traveling, and spending time with friends and family.
- FINRA Series 7 and Series 66 registered
- Life and Health licensed
- Qualifying member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals®
- Member of the North Star Medical Division
Ross’s areas of specialty include:
- Asset protection strategies*
- College and education funding
- Debt management
- Estate planning*
- Exit strategy
- Life insurance strategies
- Retirement programs
- Wealth management
Ross is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.