Just focus on doing the next right thing!
1(n) a cooperative relationship between people or groups who agree to share responsibility for achieving specific goals.
“We form many partnerships in our lives, and some of our finest ambitions are achieved through these special relationships. Community affiliations, business associations and personal bonds are most meaningful and successful when we work together to accomplish any goal, large or small.
The partners we choose can make all the difference. Will your partners support you? Do you trust them? What do they believe and value? What can they bring to the relationship?
I believe that financial planning is a keystone in our lives, supporting our choices for the present, providing stability for the future and creating legacy for those who come after us.
It is an honor to work in partnership with my clients on a personal and interactive level. We start with listening and understanding – what can I learn about your current perspective and long-term vision? What do you need to know to make good choices? Together, we develop flexible plans that reflect your values and serve your goals.”
Ron began his career as a member of the Chicago Board of Trade where he learned the importance of flexibility and risk management based on a comprehensive knowledge of the market and best industry practices. From there, Ron went on to immerse himself in financial planning and investing for clients at all stages of their financial lives by developing customized strategies that incorporate asset allocation, financial management, legacy building, and planning for college, retirement and succession.
Prior to his affiliation with Gateway Financial Partners, he provided financial and investment services through local and regional institutions, including American West Bank and Panhandle State Bank.
A long interest in education and counseling has shaped Ron’s approach, which starts with listening carefully to every client’s expressed goals. Ron acts as professional counsel to help evaluate assets and goals, plan successful strategies and create roadmaps to the future. Committed to taking the mystery out of investing, Ron offers clear, proactive client communications, along with training and reporting.
Ron currently holds Series 7, 63 and 65 securities registrations. He is a registered Representative and Broker.
At home in Sagle, Idaho, Ron is an active coach and marriage facilitator. He and his wife, Christine, are engaged in local events and charities including Kinderhaven, a group foster home and emergency shelter for children at risk; and their church.
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Gateway Financial Partners
515 Pine Street, Suite D
Sandpoint, ID 83864
Additional Office Location:
9 Tenth Street, Priest River, ID 83856