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Ross Wealth Advisors' mission is to assist each client, their families and small business owners in building, protecting, preserving and understanding their long-term financial, estate and tax planning concerns. We help clients achieve their financial goals today and well into the future.

Our firm offers the following products and services: retirement income strategies, wealth accumulation strategies, asset protection, annuities, life insurance, tax minimization strategies, long-term care planning, IRA and 401(k) rollovers, trusts, probate, charitable giving strategies, estate planning, tax planning and IRA legacy planning.

Don Ross, Founder & President

Don Ross, Founder and President at Ross Wealth Advisors, has more than 25 years’ experience in the insurance and annuity industry. He holds his Series 7 securities license and his life insurance license in Ohio.

Retired from the military after more than 20 years of service as a pilot in the Ohio National Guard, Don lives in Upper Arlington, Ohio, and enjoys traveling, yard work and cycling. He and his wife, Joni, have three children: Judith, Ryan and Lance.

 

Wendy Ruffing, Director of Marketing & Client Development

Wendy is the “artist” behind planning and executing informational and social events for clients throughout the year. She is responsible for all aspects of our retirement seminars and workshops, as well as creating and overseeing client and potential-client communication such as newsletters, in-house materials, e-news and correspondence.

Originally from Cape Cod, Massachusetts, Wendy has lived in central Ohio for over 23 years and has two sons. She enjoys reading, hiking and watching football, including The Buckeyes from her alma mater, The Ohio State University

Dominique Chatfield, Service Relationship Director

Dominique has over 20 years experience in providing excellent customer experience and building lasting relationships. She is ready to assist clients with a smile and a can-do attitude. Dominique has called Columbus, OH home for 30 years with her husband Tim, their 5 children, and two dogs. “Niqui”, the nickname everyone uses, is passionate about cooking, reading, and her church. She is a big fan of the Columbus Blue Jackets and OSU Football. Niqui brings her love for family everywhere she goes.

Meet Our Team of Experts

 
Ross Wealth Advisors Team of Experts
 

(Pictured Left to Right)

John LaMotteSocial Security Expert
Glenn Harper, CPA
Kerry Quick, Medicare Specialist
Bob Hendrix, Estate Planning Attorney
Don Ross, Financial Retirement Advisor
Mike Schoedinger, Funeral Director
Stacy McVey, Real Estate Specialist
Mitch Stafford, Insurance Specialist
Corey Clark, Economic Specialist

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at don@rosswealthadvisors.com or call us at 614.545.0277 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of ROSS WEALTH ADVISORS and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.
All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by TOUNJIAN ADVISORY GROUP, LLC, a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through ROSS WEALTH ADVISORS and TOUNJIAN ADVISORY GROUP, LLC are unaffiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted.

Request a Copy of Don's Book!

With 25 years of experience learn proven strategies.

We assist each client, their families and small business owners build, protect, preserve and understand their long term financial,estate and tax planning concerns.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Social Security Decision Guide is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.