About Ron
Professional Positions:
- Anne Arundel Financial Planning: President & CEO -1984- Present
- Certified Financial Planner- 1985- Present
- Registered Investment Advisor- 1985- Present
- USA Financial Securities Corporation: Registered Representative- January 2006-December 2007
- AIG Financial Advisors: Registered Representative- September 2004- December 2005
- Mutual Service Corporation: Registered Representative- August 1984- August 2004
- Independent Insurance Agent: 1981 – Present
- Metropolitan Life Insurance: 1979 – 1981
- Sun Life Insurance: December 1975 – 1979
- Previous Non-Professional Positions: Framing Carpenter-Independent Contractor-1971-1972
Professional Speaking, Coaching, Consulting, Educator & Authorship
- Investor Coaching: November 2005- Present
- Co-Host Investor Coaching Hour: Radio Show 2006
- Co-Author: Investor Awareness Guide 2006
- Co-Author: Investor Inventory 2006
- Co-Author: The Lies My Broker Taught Me & 101 Truths About Money and Investing 2006
- Co-produced audio CD: Seven Deadly Investor Traps That Destroy Your Wealth
- Host: Investor Educator Series- Quarterly
- Host: 101 Truths About Money- Annually
- Host: “9 Little Known Money Traps” Workshop- Monthly
- One-on-one Coaching: “Free Market Investment Analysis”
- One-on-one Coaching: “Asset-Cycle Portfolio System”
- One-on-one Consulting: “ Retirement Analysis”
- One-on-one Consulting: 70 ½ Required Minimum Distributions
- One-on-one Consulting: Long Term Care
- One-on-one Consulting: Social Security & Tax Analysis
- One-on-one Consulting: 529 Analysis
- One-on-one Consulting: 401K Analysis
- One-on-one Consulting: 1031 Tax Free Exchange Analysis
- One-on-one Consulting: “Financial Life Planner”
- Publisher: “Senior Solutions Newsletter” Monthly
- Publisher of Free Reports: Do you Know What You Should Ask Before You Choose a Financial Advisor?, The Secrets Your Banker Doesn’t Want You to Know!, Does Getting a Lousy 4% of Your CD’s Make You Sick To Your Stomach?, 10 Secret Ways to Save Big Money on Your Taxes that IRS Doesn’t Want You to Know!
- Host Public Workshops: Various Financial Workshops- 1992- Present
- Host Radio: “Successful Business Hour”- 1994-1995
- Licensed Instructor: “Successful Money Management Seminars”- 1986-1996
- Licensed Instructor: “Financial Strategies For Retirement”- 1989-1996
- Adjunct faculty member: Anne Arundel County Public Schools- 1986-1989
- Adjunct faculty member: Chesapeake Community College- 1988-1990
- Adjunct faculty member: Catonsville Community College- 1989-1990
- Co-host: Adult financial education Anne Arundel Community College- 1990-1991
- Acknowledgement: “Pay Zero Taxes” by Jeff Schnepper
- Guest Speaker-Martin Marietta, GE, Verizon, Ciena, Baltimore County Police, Department of Education and many other local companies
Professional Honors & Recognition
- CFP Certificate: 1985- Present
- Member of Financial Planning Association
- Member of Financial Life Planner
- Aim High Award: Mutual Service Corporation
- Certificate of Recognition: Mutual Service Corporation
- Presidents Club Member: Mutual Service Corporation 2000,01,02,03,04
- Certificate of Appreciation: Mutual Service Corporation Advisory Council 1989
- Life Underwriting Training Council: 1979
Entrepreneurial Development & Continuing Education
- USA Financial Coaching Academy: 2007 & 2003
- Abundance Coaching: 2005 to Present
- Advanced IRA Distribution Strategies: Ed Slott & Company-2004
- Million Dollar Bootcamp: 1997, 1999, 2001, 2003, 2005
- Million Dollar Mentoring Coaching: 2005
- Investors Business Daily: CANSLIM Workshop- 2001 & 2002
- Nick Murray’s Coaching 2001
- Sandy Mappa’s “Mortgage Free Without Extra Payments”- 1997
- Continuing Education (
- Customer Communications II- Series 7- 2006
- Equity Indexed Annuities- 2006
- Anti-Money Laundering Update 2006- 2006
- Ethical Conduct in the Financial Services Practice- 2006
- Senior Protection in Annuity Transactions: Model Regulation- 2006
- Ethics III: Case Studies in Ethics and Suitability- 2005
- Advanced Variable Annuities- 2005
- Investment Advisers- 2004
- Long-Term Care Insurance Workbook- 2003
- Fiduciary Roles and Requirements- 2003
- Planning Decisions at Retirement- 2003
- Guiding Clients Through Difficult Markets- 2003
- Mutual Funds Multi-Class Shares- 2003
- Wrap Accounts- 2002
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