Our advisors

Stephen Ross

CFP®, BFA, MS

Private Wealth Advisor

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

Andy Phillippi

Associate Financial Advisor

Operations Director
Learn more about Andy Phillippi Visit Andy Phillippi's website


Our team

Tim Doherty

Tim Doherty

Client Service Coordinator

Eliott Hernandez

Eliott Hernandez

Client Service Coordinator,

Executive Assistant