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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 lending 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 National Bank in 2012 where his wife also works. Ross holds the Chartered Retirement Planning Counselor (CRPC) designation as well as his Series 7 & 66 securities licenses 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 an active member of the Colorado Financial Planning Association and board member of eGeo Car Share.
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.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
Banking products and services provided through First National Bank of Omaha