
Financial Advisors
From living trusts to retirement income planning, our team brings decades of experience to help you and your family plan with peace of mind.

From living trusts to retirement income planning, our team brings decades of experience to help you and your family plan with peace of mind.
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.
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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.
Senior Planning Consultants
Helping you and your family plan for the future with peace of mind.
Learn how our advisory team works together with attorneys to give you better service at a better price.
See How We Work TogetherWe are always looking for driven, caring people who want to do meaningful work and build a real career. See what opportunities are available.
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