Ron is co-founder and owner of Chart Wealth Management. He holds an MBA in Finance in addition to being a Certified Family Business Specialist
After 20 years working in the corporate world, and especially for small, family-owned businesses, he realized a need for a holistic approach to wealth management. His experience, along with his knowledge of the clients’ personal and business situations helps him better understand their goals, and the different strategies that can be employed to try and achieve them. His passion lies in taking complex challenges that clients are facing, helping them understand where they are, where they want to be, and working with them to create strategies to get them there.
Ron lives in Henderson, Texas with his wife, Davi, and son, Rex. Ron is a member of First United Methodist Church and an active Kiwanis Club member.