Registered Representative of Securities America, Inc.
Investment Advisor Representative of Securities America Advisors, Inc.
Alpha Financial Services, Inc.
Investments Insurance Planning
7760 France Ave. S #1108
MN Insurance 14335
AZ Insurance 1006553
CA Insurance 0F48667
MO Insurance 8068397
WI Insurance 2572540
President & CEO
Investment Advisor Representative
Before entering the world of finances, Ron spent 16 years in the field of engineering, where he did everything from department and project management to systems administration. In 1990, Ron became a wealth manager, and he is now a registered principal and registered representative with Securities America, Inc. and an investment advisor representative with Securities America Advisors, Inc.
While the worlds of engineering and financial planning may initially appear disparate, Ron understood the relationship between his two careers. Engineering, after all, is about problem solving. It’s about finding and building the most efficient, practical, and workable solutions to a given task.
Those are similar challenges faced by wealth managers as they maneuver through countless investment strategies and financial instruments to build wealth in the most efficient manner possible for their clients. Both engineering and wealth, Ron points out, demand creative problem solving that is always measured by tangible results.
As president and CEO of Alpha Financial Services, Ron sees himself as a problem solver, approaching each client’s financial situation with a fresh perspective. He challenges his employees to complement their own financial expertise with an analytical engineering approach.
He offers financial planning, retirement planning, college planning, investment management and asset protection services. Types of investments include Roth IRAs, Individual IRAs, 529 Plans, Brokerage Accounts, Managed Accounts and Annuities. He also offers life insurance, long-term care insurance and individual and family health insurance plans.
He works with businesses to provide group health insurance, group life insurance, short and long-term disability, retirement plans (401k plans, SEPs and Simple IRA plans) and buy/sell strategies.