Ross is a partner and Co-Founder of Clearview Financial Partners, LLC, and has worked in the financial services industry since his graduation from Lebanon Valley college in 1999. Ross received his training in investment products and vehicles while employed with Morgan Stanley Dean Witter. Ross moved on to Charles Schwab in 2000, where he developed his financial planning skills that he continues to follow today. Ross advises clients on a needs-based approach, recognizing that each client has a unique financial situation with unique needs.
Ross has had experience helping clients with all aspects of financial planning, including but not limited to Retirement planning, Education planning, Insurance planning, Cash Flow analysis and Estate planning. Given his 20+ years of providing guidance to his clients, including through multiple economic expansions and recessions, Ross leans on his experience to help clients navigate the issues they are experiencing for the first time.
Ross and his wife, Meghan, have three children. When Ross is not working, he enjoys coaching basketball, multiple forms of exercise, and golfing.