Our advisors

Stephen Ross

CFP®, CEPA®, BFA, MS

Private Wealth Advisor

Managing Partner of Ross & Associates
Learn more about Stephen Ross Visit Stephen Ross's website


Our team

Tim Doherty

Tim Doherty

Client Service Coordinator

Andrew Phillippi

Andrew Phillippi

Operations Director,

Paraplanner
Abraham Ruiz

Abraham Ruiz

Client Service Specialist,

Administrative Assistant