After more than a decade in logistics and transportation management, Ross transitioned into the financial services industry in 2024.
Driven by a commitment to help individuals and businesses achieve financial security, Ross
takes the necessary time with his clients to build lasting relationships that help clients
determine their goals, dreams, aspirations, and impact on the most important things in their lives.
This is done by comprehensive technical analysis that helps identify potential risks, evaluate
financial needs, and develop strategies using a variety of financial products and planning
tools to meet each client’s unique needs. Ross works with clients on wealth accumulation, asset preservation and legacy planning strategies.
Motivated by a desire for growth and learning, Ross continually seeks ways to better serve
his clients, he currently holds his Life, Health, Accident and Disability Insurance licenses and Series 7 and Series 66 securities registrations.
Ross is a native of Mayodan, North Carolina, where he resides with his wife Natalie, son Lute
and daughter Annie. He is actively involved in his community and a member of the First
Baptist Church of Mayodan. A graduate of the University of North Carolina at Charlotte, Ross enjoys traveling, golf and spending quality time with his family.