CFP®, CPA, AIF®
As a Wealth Advisor with our Houston office, Ross places a major focus on helping his clients attain their financial goals—along with helping them secure peace of mind regarding their progress along the way. He says, “I listen to clients’ concerns and needs to help them make informed decisions regarding their overall financial plan and assist them in determining the optimal path to achieve their goals.”
Ross joined Halbert Hargrove in 2011. His favorite aspect of his work? His interactions with clients. “I’m able to learn what truly drives them—and what they plan to do with the wealth they have created.” Ross also values the ongoing opportunity to be challenged by his peers and to continue to learn and advance professionally.
Concurrently with his role at HH, Ross is a CPA with Langley O’Grady and Associates, P.C., providing accounting, practice management services, and financial planning for health care professionals and related firms. Previously, he was an audit and assurance associate with PricewaterhouseCoopers; he served on the corporate audit team of a Fortune 20 company, specializing in balance sheet and income statement reporting.
Ross earned his Bachelor of Business Administration – Accounting in 2002 and a Masters degree in Professional Accounting in 2003 from the University of Texas at Austin. He was awarded the ACCREDITED INVESTMENT FIDUCIARY ANALYST™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and he is a CERTIFIED FINANCIAL PLANNER™. He is a member of the AICPA and MGMA (Medical Group Management Association).
Married since 2007 to Aimee, Ross is dad to daughters Parker and Sydney. Ross enjoys traveling and getting outdoors as much as the hot and humid Houston weather allows.