Ron, a seasoned CPA and CERTIFIED FINANCIAL PLANNER™, brings a wealth of experience to expertly address the financial planning needs of his clients. Holding a Master of Accountancy (Taxation) from Brigham Young University, Ron spent 12 years at Northwestern Mutual, where he acquired a diverse skill set and holds both a Life and Health Insurance License and Securities License.
With a multifaceted background, Ron is well-equipped to help clients optimize tax strategies, manage risks adeptly, and achieve substantial net worth growth. His ultimate goal is to guide clients toward financial freedom. Specializing in serving dentists, self-employed individuals, and small business owners, Ron demonstrates proficiency in navigating complex financial landscapes. He views dedication to his clients’ welfare as his foremost professional role.
In addition to his responsibilities at Atlas, Ron serves as the President of Foresight CPA Group, further highlighting his comprehensive understanding of financial intricacies and his role as a trusted professional.
Outside the financial realm, Ron cherishes spending time with his family – his wife, Lisa, and their three children. They share a passion for travel, boating, and beach outings. Ron also engages in marathon running, dedicated gym sessions, and occasionally ventures into ice and rock climbing. Finding solace in developing a personal meditation practice, Ron embraces a holistic approach to both his professional and personal life.
Contact Information:
email | [email protected]
phone | (801) 281-3411
