Ronnie serves as a direct point of contact for clients, ensuring they receive timely support, consistent updates, and a seamless service experience. His attention to detail and proactive approach helps build trust and enhance client satisfaction throughout every stage of the financial journey.
Ronnie earned his degree in Finance from the University of Central Florida and currently holds a Series 65 license. Prior to becoming a full-time team member upon his graduation, Ronnie began developing a strong foundation in financial operations, client service, and investment processes. His background reflects a commitment to supporting client goals through clear communication, dependable execution, and long-term relationship building.
Outside of work, Ronnie enjoys golfing, running, working out, reading, and spending quality time with his family. He’s also passionate about adding new skills to his arsenal and enjoys playing the piano.
Get to Know Ronnie
Favorite food: Hibachi or Italian
Best piece of financial advice you received: “Time in the market beats timing the market.”
Favorite Quote: “The man who moves a mountain begins by carrying away small stones.” – Confucius
If I could meet anyone, past or present, it would be: Jordan Peterson
Favorite Holiday:
Bucket list item: Complete an Ironman triathlon.