OUR TEAM

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Michael Ross

Co-Founder, Wealth Advisor

Bachelor of Business Management, Brigham Young University

Series 6, 7, 63, 65

Assisting individuals in attaining financial freedom is a primary focus for Michael. He considers it his responsibility to guide others toward realizing their financial potential, recognizing the unique financial needs of each individual. Michael sees his role as a calling to support every client in achieving their personalized version of wealth.

Known for his strong work ethic and reliability, Michael is genuinely passionate about his work. His dedication lies in helping people succeed and making a positive contribution to society. In his interactions with clients, Michael places a strong emphasis on the importance of a diversified investment portfolio. The significance of this approach lies in minimizing risk exposure and enhancing the potential for consistent returns, as various asset classes may respond differently to market conditions.

Michael's ultimate aim is to instill confidence in individuals, enabling them to fully enjoy their retirement years. With a bachelor's degree from the Marriott School of Business (Brigham Young University), he takes pride in assisting clients in navigating the complexities of financial decision-making. His commitment is rooted in fostering financial well-being and long-term prosperity for those he serves.

Beyond his professional endeavors, Michael finds joy in exploring the outdoors of our amazing country with his wife and six kids, participating in church worship and service, and continually and forever courting his beautiful and eternal wife.

Favorite Book – Jack Reacher Series by Lee Child

Favorite Movie – Shawshank Redemption

Bucket List – Family Trip to Jerusalem to see the Holy Sites

Favorite Destination – In the mountains, roasting marshmallows around a campfire with family and friends.