In addition to his tax practice, Ron has over 20 years of diversified financial experience that includes the management of investment portfolios for clients like Boeing, Chrysler, IBM, Walgreens, and the states of North Carolina, Georgia, and California.
He has taught finance courses at North Carolina State University and Strayer University, in addition to earning the following credentials:
MBA - Finance & Accounting, NYU - New York University
BBA - Finance, University of Oklahoma
CFA - Chartered Financial Analyst, CFA Institute #212434
CPA - Certified Public Accountant, NC Board of CPA #30146
CFP® - Certified Financial Planner™, CFP Board #88318
Ron grew up in Great Falls, Montana and has lived in Cary, North Carolina with his wife Cori and boy/girl twins since 1999.