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Ross is an Advisor with First Investments & Planning assisting individuals and families with comprehensive financial planning. Together with investment management and financial planning strategies, Ross can help you move towards living your best life. His business approach is to develop and maintain long term relationships built on mutual trust and exceptional service.
Ross began his career in the financial services industry in 2011 soon after graduating from the University of Stellenbosch, South Africa, with a major in Financial Management. He joined First Investments & Planning in 2012 where his wife also works. Ross is a CERTIFIED FINANCIAL PLANNER™ certificant and holds the Chartered Retirement Planning Counselor (CRPC®) designation. He also carries his Series 7 & 66 securities registrations along with the state Life, Health, Annuities & Variable Contracts insurance licenses.
Ross grew up in the city of Durban, South Africa until 2010 when he moved to the USA. He now lives in Boulder, CO with his wife, Kelly, and two sons, Liam and Finley. Together they enjoy skiing, riding bikes and swimming. When not spending time with family he can be found outdoors riding his road or mountain bike or doing wood working projects.
Ross volunteers for Habitat for Humanity and the Bridge House in Boulder. He is also and active member of the Colorado Financial Planning Association and board member of eGo Car Share.
3033 Iris Avenue
Boulder CO 80301
I want to help people live out their dreams. Life is not about how much money you have, but rather how you live your life.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE