Ron Davies is a CERTIFIED FINANCIAL PLANNER® professional with over 24 years of experience. Ron graduated from the United States Coast Guard Academy with a Bachelor of Science in Civil Engineering.
Ron grew up in St. John, Indiana, a small town in Northwest Indiana. He enjoyed playing football and continued playing football in college. He was recently inducted into the United States Coast Guard Academy Athletic Hall of Fame for his accomplishments on the field.
Ron is enthusiastic about bringing his unique estate tax reduction and wealth maximization strategies to bring significant measurable benefits to professionals, individuals, and business owners with extensive, sophisticated estate plans already in place. Ron also develops financial plans designed to help build and preserve wealth. He provides personal service on an ongoing basis in the areas of business planning, investment planning, estate planning, tax planning, risk management, retirement income planning and asset protection.
Ron is a Christian who loves Jesus, and serves in many ministries at Illuminate Community Church. He loves to spend time with his wife of 24 years, Michele, and their three sons, Zane (32), Gage (29), & Mason (22), and one daughter Makayla (18). Ron has 5 grandchildren. Outside of the office, Ron also enjoys playing golf, basketball, biking, hiking, and surfing.