As Director of Operations, Ron is responsible for achieving maximum operational efficiency throughout the firm contributing to an exceptional client experience. Ron’s responsibilities include the review and assessment of current and future organizational structure, business succession planning, estate planning, portfolio advisory support as well as ensuring operational systems support current and future firm growth.
With over 10 years of experience in the legal and securities industry, Ron brings a depth of knowledge in areas of estate planning, securities, and regulatory compliance. Ron holds a law degree from the University of Miami and bachelor’s from the University of Kansas.
In addition to his responsibilities, Ron maintains active presence in the local community. Ron has served as the vice chairman of the Mid-County Citizen’s Advisory Board (MCCAB) and as a member of the Wheaton Urban District Advisory Board (WUDAC). Ron was also a member of County Executive Marc Erich’s Transition Team and is active with the Montgomery County Democratic party.
*Not practicing on behalf of Lincoln Financial Advisors.