Ron has a Bachelor of Science degree from Purdue University and holds the designation of Accredited Asset Management Specialist from the College for Financial Planning.
Ron believes there is no shortcut to financial success. It starts with quality investments, diversification and good asset allocation. Understanding his clients' goals, from college savings to retirement planning and wealth transfer, is key to his success.
He is securities licensed with series 7, 24, 63, 66 and holds state licenses in AL, AR, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KS, KY, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, TX, UT, VA, WA, WI, WY. Ron holds an Investment Advisor Representative license in OK and TX. He is also insurance licensed in CA, IA, IL, IN, NE, OK, and TX. CA Ins. Producer # 0D94181.
Ron and his wife Debbie are members of First United Methodist Church in Tulsa. They enjoy traveling, especially to visit their daughters Janelle and Robyn and their families ( 6 grandchildren) who live in Texas and Nebraska. Ron also enjoys working with his bird dog Gus and pheasant and quail hunting in the fall.
Mobile Phone: 918-231-4971