Ross Menke, CFP^®, CEPA^®, AWMA^®

Designations and Licenses

Ross is a CERTIFIED FINANCIAL PLANNER® professional, holds the Certified Exit Planning Advisor designation and is an Accredited Wealth Management Advisor^SM.  

Experience and Education

Ross provides comprehensive wealth advice and investment management solutions to professionals, small-business owners, and agricultural clients – helping them achieve their long-term financial goals. With a deep understanding of the unique financial challenges faced by high earners, he develops tailored financial plans and implements strategies across cash flow management, investment planning, tax optimization, risk management and estate planning.

Prior to joining Mariner, Ross founded Lyndale Financial in Nashville, where he specialized in serving high earning young professionals. He also brings a focus on building long-term relationships grounded in trust.

Ross holds a bachelor’s degree in business finance from Iowa State University.

Personal Interests

Away from the office, Ross enjoys spending time with his wife and son on the golf course. Ross was a letterwinner on the Iowa State University men’s golf team. He is a member of the Prairie Family Business Association and volunteers regularly at various community events.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.