Your Wealth Management Team

Meet Our People

As a dedicated and experienced wealth management team, we offer the extensive resources and expertise of a large firm, while delivering the personalized attention and service of a boutique. Our approach focuses on developing strategies that minimize risk and promote long-term success, supported by comprehensive, unbiased investment research and selection.

Matthew Ross, AAMS® AIF®

President of Ross Financial Inc., Wealth Advisor, RJFS

Hayley Newman

Wealth Advisor

Dylan Simons

Wealth Advisor

Jon Schuette, MBA

Wealth Advisor

Kathy Ligocki

Client Services Manager

Kristi Sundberg

Client Relations Specialist

Laura Davis

Client Relations Specialist

Layla Shahrazad

Client Relations Specialist

Hannah Elzea

Office Manager | Client Relations Specialist

Live Your Life With Financial Confidence

Who We Are

Our Approach to Service

Let's Meet

What We Do

50 Benefits for Clients

Our Process

Financial Roadmap