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 young professionals and small-business owners to help them achieve their long-term goals. He develops financial plans and implements strategies related to cash management, investment planning, tax planning and estate planning. Prior to joining Mariner, Ross founded Lyndale Financial in Nashville. He also has experience working in insurance planning and investment management.

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

Personal Interests

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 events throughout the community.