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Associate Wealth Advisor
Ross joined KEB Asset Management in the Spring of 2019 after working for a Bank in Central IL for 7 years. His time at the Bank was spent serving as a Financial Advisor where he helped clients manage their personal financial pictures.
As an Associate Wealth Advisor at KEB Asset Management, Ross still focuses on his passion of Personal Financial Planning. He helps clients make educated and informed decisions in areas relating to Retirement, Tax, Estate, and Insurance Planning along with Investment allocation and overall portfolio design.
Ross holds his Series 65 license and his Certified Financial Planner Professional (CFP®) designation. He graduated from the University of Illinois at Urbana-Champaign with a Bachelor’s degree in Agriculture and Consumer Economics with a concentration in Financial Planning. Ross is also a member of the Financial Planning Association. In the past he has volunteered at the Midwest Foodbank, as a Little League coach, and attended many college career days to help give students a better understanding of the Financial Industry as a whole.
Ross and his wife Marlee were both raised in the Springfield area and now reside in Pleasant Plains. During his down time Ross enjoys Baseball, Basketball, Golfing, Skiing, Hunting and spending time with family.
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