Ross & Associates

Our experience in comprehensive and personalized financial advice, including estate planning and asset management strategies, helps LGBT couples make critical decisions. Together, using our exclusive Confident Retirement® approach, we navigate complex issues such as second-parent adoption, weighing the tax implications of marriage, and making the most of workplace benefits and Social Security. We strive to help all our clients gain the financial confidence they need to pursue their passions and live life on their terms — today and in the future.




Team

Andy Phillippi

Andy Phillippi

Associate Financial Advisor,

Operations Director

Qualifications

  • Series 7, 66 Licensed

Roles & Responsibilities

  • Account Opening/Transfers/Wires Expert
  • Money Movement Practice Specialist
  • Applications and Back Office Operations Liason
  • Tax Packet Client Service Coordinator
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Frederique Pfeiffer-Buongiorno

Frederique Pfeiffer-Buongiorno

Client Service Coordinator,

Executive Assistant

Roles & Responsibilities

  • Scheduling and Confirming Client Meetings
  • Meeting Materials & Performance Report Preparations
  • Client Relationship Based Communications, Seasonal Cards, and Facebook/Social Media Page Management
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Tim Doherty

Tim Doherty

Client Service Manager,

Client Concierge

Roles & Responsibilities

  • Meeting Preparation/Post-Meeting Follow Up
  • Total View Practice Expert
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Eliott Hernandez

Eliott Hernandez

Client Service Coordinator,

Executive Assistant