Ron began his career in 1982 as National Bank Examiner for the Office of the Comptroller of the Currency (OCC) in Minneapolis, MN. He served for more than 10 years in various capacities, primarily as a commercial banking credit expert. In conjunction with the Federal Reserve and the FDIC, he was responsible for assigning credit ratings to Fortune 500 corporations, credit syndicates, highly-leveraged transactions, leveraged buyouts, and various tranches of private credit. Prior to joining the private sector, Ron was a banking specialist for the International Monetary Fund (IMF), specifically assisting the Central Bank of India.
In the mid-90s, Ron joined and helped form what is now the ANB Bank Group based in Denver, CO. He served in a number of executive capacities including Senior Vice President of Credit Risk Management and Senior Credit Officer. Responsibilities included mergers and acquisitions of banks and bank holding companies, authoring corporate credit policy, as well as trust administration and investment management.
Ron transitioned to the role of Financial Advisor approximately 25 years ago, beginning at Merrill Lynch and then to Morgan Stanley where he helped form The Falcon Group. During 2015 The Falcon Group joined RBC Wealth Management in their Denver Tech Center office.
Ron focuses on assisting the key shareholders of privately-held small and mid-size businesses liquify and transition into their next phase of life, including retirement. This includes family providong estate planning services, tax considerate investing, cash flow generation, charitable giving, insurance, and investment management.
Ron holds many advanced financial and wealth credentials. He holds the Private Wealth Advisor (PWA) designation from the Investments and Wealth Institute (IWI) and the Booth School of Business at The University of Chicago. He also earned the Certified Investment Management Advisor CIMA® from IWI in conjunction with the University of California, Berkeley. Ron also is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Retirement Management Advisor (RMA®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Financial Consultant (ChFC®). Ron also holds the Certified 401(k) Professional (C(k)P®) designation from The Retirement Advisor University and the University of California Los Angeles Anderson School of Management.
Ron earned his Masters in Business Administration (MBA) from the University of Wyoming and his Bachelor of Science (BS) degree in Business from Montana State University. He grew up on a farm/ranch in North Dakota. He enjoys international travel, classical music, cooking, college football, upland game hunting, and fly fishing. As a “lifetime student” he is spending time becoming a cellist and sommelier. He is active in The Denver Rotary Club and various wildlife charities.
