Our advisors

Advisor photo for Stephen Ross

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 Manager,

Data & Reporting Analyst
Andrew Phillippi

Andrew Phillippi

Operations Director,

Paraplanner
Abraham Ruiz

Abraham Ruiz

Client Service Specialist,

Administrative Assistant