Courses: 1024
Ron has over 30 years of detailed knowledge and earned experience in the life insurance and wealth management industry. He has held management positions at the world’s top insurance companies and helped grow a number of nationally recognized producer groups. His philosophy includes leveraging macro views of financial planning in order to develop specific wealth building and capital preservation strategies for clients. Ron prides himself on considering each client’s specific goals and unique values to plan accordingly.
In his leadership role at the National Network of Accountants, Ron’s goal is to help grow and enhance NNA’s relationships with accountants, accounting firms, and other professionals. In addition to traditional methodology, Ron utilizes all aspects of digital communications and marketing to enhance advisors and clients overall experience with the firm.
Ron is also an accomplished author. Early this year he penned the book Don’t Pick Up the Bill – Tax Strategies for Affluent Families in a Changing Tax Paradigm a look at helping affluent clients look at cutting edge risk management and tax strategies. His first book Invest in Your Life: Why Wall Street Wants You is an insider’s look into the issues regarding the sale of life insurance policies to secondary investor groups. He has over the years also been a regular contributor to several nationally recognized industry publications, including The CPA Journal, The National Underwriter, and The Journal of Accountancy.
Ron received a B.A. from The George Washington University in 1988, and then went on to earn the industry-respected Chartered Life Underwriter and Chartered Financial Consultant designations from The American College in Bryn Mawr, PA. Ron also serves on the prestigious International Advisory Committee for EcoPeace Middle East – a unique organization that promotes peace in the Middle East based upon the common need for water and other natural resources. He also serves on the Executive Parent Council Board of the Friends Academy in Locust Valley, NY.
Ron resides in Upper Brookville, NY with his wife Claudia and his children Zachary & Hanna.