Ron is a native of Cheektowaga, NY. A 2002 graduate of St. John Fisher College in Rochester New York where he received a degree in business administration and a 2005 graduate of the MBA program at Canisius College in Buffalo New York. As a graduate student he worked at New England Financial as an intern which sparked an already present interest in the world of finance and investing. After completion of his MBA, he decided to enter the financial services profession witnessing firsthand as an intern the beneficial impact working with a trusted advisor provides for individuals and families.
The foundation of Ron’s practice has started and continues with educating clients on the value of a diversified portfolio. If someone is in the accumulation phase of income or retired and distributing their assets, having a portfolio that is customized to the clients’ in regards to their goals, objectives, and risk tolerance investing in the different asset classes that will potentially reduce risk. Diversification does not guarantee against market losses. It is a method used to manage investment risk. In March 2010, Ron decided to make a change and leave New England Financial and join Securities America, an independent financial services firm. “My goal is to provide my clients with high quality services and investment options available with minimal constraints. Being independent afforded me the ability to have precision focus on my clients’ goals and objectives with so many options available for me to use.” “When I meet with people I discuss how the financial world is one large tool box and we have many options to pick from. We need to identify the most suitable financial tool that will give my clients a high probability of success of achieving their goals and objectives.”
In March 2011 Ron joined The Financial Guys LLC. “What motivated me to come aboard was due to the wealth of knowledge that is available from other wealth managers of The Financial Guys LLC.” “The information and knowledge sharing that is available at The Financial Guys allows me to continue to grow as a wealth manager to the benefit of my clients and myself. By discovering new ways of conducting investment research and planning methods from all the years of experience we have here at our office, it is to the advantage of my clients and myself as I continue to tap into the knowledge and expertise we have in our office.”
In his spare time Ron enjoys golfing, skiing, and playing hockey. Ron resides in Lancaster with his loveable golden retriever Mikayla, who may be found at our office looking for someone to throw her ball.