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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.

Heidi Bonnes, Director of Client Services

Heidi has over 10 years of experience in providing top-tier customer service and building lasting relationships.

She was born and raised in Westerville, Ohio and is the youngest of three daughters. When not at the office, Heidi enjoys golfing, fishing, and anything outdoors. She hopes to take up kayaking starting this summer. Heidi is also a very passionate fan and follower of the Green Bay Packers and Wisconsin Badgers football and basketball.

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

Meet Our Team of Experts

 
 

(Pictured Left to Right)

Glenn Harper, CPA
Bob Hendrix, Estate Planning Attorney
Tamila Lavender, Health/Medicare
Don Ross, Financial Retirement Expert
Chris Miller, Banking Specialist
Mitch Stafford, Insurance Specialist
John LaMotte, Social Security Expert (not pictured)

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.