Financial Advisors

With over 25 years in financial services and deep Arizona roots, Chris takes a steady, thoughtful approach to wealth and estate planning. As a Chartered Financial Consultant® (ChFC®) and Retirement Management Advisor® (RMA®), he helps individuals and families build, protect, and transfer wealth through personalized strategies.

Chris’s passion is shaped by his upbringing in a service-driven home, learning early how financial decisions impact families. A devoted husband and father of three, he leads with the values he lives by: family, integrity, and thoughtful preparation for life’s milestones.

Born and raised in Michigan, Ron developed a strong work ethic and deep appreciation for community values early in life. These formative experiences ignited a lifelong passion for wealth management, ultimately shaping his career in finance.

Guided by some of the nation’s top advisors, Ron has earned prestigious recognition from Forbes, U.S. News, Barron’s, CNBC, and CBS News. He is a proud member of the Independence Excellence Group, reflecting his commitment to excellence and leadership in the industry.

As a financial services professional since 1978, Thomas has developed risk-managed retirement income and estate-transfer strategies that help clients protect lifetime cash flow, provide for surviving spouses or special-needs family members, and pass wealth efficiently across generations.

His four decades in life insurance and planning inform a disciplined, education-driven approach to protecting family assets.