Since 1981, Ron has helped many clients prepare for retirement, transition into it, and deal with its challenges. He knows how to blend theoretical knowledge with practical wisdom gleaned from actual experience.
Ron writes a quarterly newsletter and a wealth management column for local medical societies. He is a contributing author to three wealth planning reference books and is quoted in national publications including The Wall Street Journal, Money, Smart Money, and numerous professional publications.
Ron resides in Salem, Oregon with his wife of thirty-six years, Kathy, who is the CFO for the practice and a full-time volunteer for Assistance League. In 2012, Ron and Kathy were honored with the Distinguished Service Award at the Salem Area Chamber of Commerce 62nd Annual First Citizen’s Banquet. They have three adult daughters residing in London, Boston, and New York.