David Ross
Financial Consultant (419) 842-0550 dave@TheRetirementHQ.com

Biography
Dave is a seasoned professional with an extensive background in the financial services industry, boasting more than 22 years of dedicated experience. Throughout his career, he has been deeply involved in helping individuals and families navigate the complex world of finance. His primary areas of expertise lie in wealth management, portfolio design, and comprehensive financial planning.
Dave’s approach to his work is marked by his commitment to creating personalized and bespoke financial strategies that align with his clients’ unique circumstances and aspirations. By tailoring his recommendations to suit individual needs, he empowers his clients to effectively pursue their financial objectives and achieve their long-term goals.
Nicknamed the “Financial Coach,” Dave’s ability to guide and mentor extends beyond the realm of finance. He has an impressive track record of coaching for more than four decades across a diverse range of sports, including basketball, golf, baseball, and softball. This coaching experience underscores his innate talent for motivating and nurturing growth in individuals, regardless of the arena. In both his financial advisory role and his coaching endeavors, Dave’s dedication to helping others shines through. His vast experience, coupled with his passion for creating meaningful and impactful financial strategies, make him a trusted partner for those seeking to secure their financial future. With a blend of financial expertise and coaching acumen, Dave embodies a unique combination of skills that set him apart in his field.