Ross, Vice-President, is a 40+ year Colorado resident. He joined Summit Wealth Group in May 2003 and became partner in March 2006. He specializes in retirement and retirement income planning, focusing on pre-retirees/retirees and those in a major life transition. Ross also oversees the marketing team at Summit.
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 in the Colorado Springs/Tri-Lakes Community. He is currently serving on the local task force of the Fellowship of Christian Athletes, has volunteered for Habitat for Humanity, 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 high school wrestling coach for The Classical Academy, and 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, Ross was named one of Forbes’ Magazine Best-in-State Wealth Advisors.* 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 one, divorce, kids leaving home, second careers, etc.
Ross and his wife, Kaira, have three children. 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 and Millie, live in Durango, CO. Mason, an Environmental Engineer for a Colorado Engineering firm, lives in downtown Denver. And Kulia is at College Pathways in Colorado Springs and loves history and volleyball.