
Ross, Vice-President, is a 40+ year Colorado resident. He joined Summit Wealth Group in May 2003 and became a partner in March 2006. He specializes in retirement and retirement income planning, focusing on pre-retirees/retirees and those in a major life transition.
Prior to Summit Wealth Group, Ross spent a decade in sales and marketing in the telecommunications industry, serving small businesses to Fortune 100 clients. He worked for AT&T as well as a couple of startup telecom companies. Ross graduated from the University of Northern Colorado with a degree in business administration. He is a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). He holds FINRA Series 7 and 66 securities registrations and life/health/LTC insurance licenses.
Ross has been and continues to be an active member of the Colorado Springs/Tri-Lakes Community. He has volunteered for Fellowship of Christian Athletes, Habitat for Humanity, and the Red Cross, served as a board member and classroom teacher for Junior Achievement, was an assistant soccer coach for Pikes Peak Rush, a volunteer at The Classical Academy, and was an assistant baseball coach for the Tri-Lakes Little League. He is also a past member of the Colorado Springs Chamber of Commerce Ambassador Program. Ross was the former President and Treasurer of the Board of Directors at Family Life Services and was a member of the Southern Colorado Financial Planning Association.
Since 2009, Ross CKA® (Certified Kingdom Advisor) has been an active, committed member of Kingdom Advisors https://kingdomadvisors.com. In 2019, 2020, 2022, Ross was named one of Forbes’ Magazine Best-in-State Wealth Advisors.* He was recently named a Five Star Wealth Manager (2022). He is passionate about helping others pursue financial contentment by implementing wise principles that, no matter the economic or political situation, are always prudent,wise, timeless and relevant. He specializes in helping people in transition, such as retirement, loss of loved ones, divorce, kids leaving home, second careers, etc.
Ross and his wife, Kaira, have three children, and three grandchildren. They met on the football/soccer field at UNC, where both played NCAA Division II football and soccer. Their oldest daughter, Shea, son-in-law Casey and their kids, Mac, Millie, and Carter, live in Durango, CO. Mason, an Environmental Engineer for a Colorado Engineering firm, lives in downtown Denver, and has a 3-legged dog named Ulu. Kulia is a senior at Colorado Springs Christian School.
*2019 - 2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2022 award was presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information. https://www.forbes.com/best-in-state-wealth-advisors/#6dacf206291d
**2022 Five Star Wealth Manager Award, created by Five Star Professional. Presented in 10/2022 based on data gathered within 12 months preceding the issue date. 2132 Denver-area advisors were considered, 235 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://www.fivestarprofessional.com.