Meet Our Team
At our firm, we have the client - and only the client - in mind.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Randle R. Ross, CPA/PFS
Financial Advisor
(210) 824-0648
Randle R. Ross, "Randy", is a native Texan, born and raised in San Antonio. After high school, Randy attended Texas A&M University where he was elected and served as Student Body President. Randy earned his BBA in Management as well as his MBA in Accounting. While attending graduate school, Randy married his wife, Sandy. After graduate school, Randy was recruited by and worked for Ernst & Young, a big eight accounting firm, before opening his own tax practice. Randy went on to add to his accreditations as a Personal Financial Specialist to begin adding additional professional services to his clientele. For 30+ years, Randle R. Ross, CPA/PFS, has successfully provided tax, accounting and consulting services to individuals and business entities. His focus on integrity and long-term steady growth has produced a loyal clientele. Randy is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants.
Courtney Forinash
Wealth Management Assistant
(210) 824-0648
Courtney is the youngest of Randy's three daughters. She has a BSN in nursing and continues her passion for nursing one day a week to keep up her skills. Courtney joined Randy's financial services team in the summer of 2020. Her organizational skills and attention to detail help the office run smoothly. She enjoys soaking in knowledge of the financial services industry with frequent trainings and group discussions. On the weekends, you can find Courtney attending one of her children's sporting events or walking her dogs.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.