Ron began his professional career as a financial adviser in December 2016 after the culmination of a 28-year varied career in the United States Navy, where he attained the rank of Commander and accumulated nearly 4,000 flight hours between the E-2C Hawkeye and the C-12 Huron. After over seven years as a financial adviser with First Command Financial Services, Inc., Ron concluded the progressive divergence between his values and goals and those of First Command required a change. Ron transitioned to Invicta Financial Group (IFG) in June 2024 where his passion for truly providing clients with the highest standard of fiduciary advice and service, and nurturing enduring, trust-based relationships rather than merely selling products, aligned seamlessly with the values and philosophy of the firm.
Ron grew up north of Seattle and attended the University of Washington from which he holds a Bachelor of Science in Mathematics. He met his future bride, the former Lesley Smith of Aptos, CA, while attending The Naval Postgraduate School in Monterey, CA from which he holds a Master of Science in Information Technology Management. The couple were married in May 1998 and served together, in uniform and out, for the next 25 years until Lesley made her way home to Jesus in June 2023. Together, they have two wonderful “kidults.”
In addition to the necessary regulatory licensing exams, Ron holds the Retirement Income Certified Professional (RICP®) designation from the American College of Financial Services and is actively engaged in the academic coursework needed to sit for the Certified Financial Planner® exam.
Ron has been passionately serving families throughout northern Virginia and the entire DC Metro area since 2016. He understands the tremendous need for trusted fiduciary financial advice and education in both the military and civilian sectors. He is dedicated to helping his clients improve their quality of life through implementation of a well-structured, values-based, customized personal financial plan supported and facilitated by his highest standard of fiduciary advice and service.
In addition to passionately serving his clients, Ron passionately serves the Lord Jesus Christ as a member of and the Discipleship Coordinator for Calvary Church of Annandale, Virginia. He actively shares the love of Jesus with the community by volunteering for community outreach and service projects through the church. In his free time, Ron enjoys golf, cooking, hiking/backpacking, and, after a 35-year hiatus, discovering the great underwater world through SCUBA.