Meet the professionals who can help you Pursue Your Goals

We help individuals and families work toward achieving their ideal retirements.

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Don Ross RFC®

Founder & President

Don Ross, RFC® Founder & President

Don Ross, RFC®, founder and president of Ross Wealth Advisors, has over 30 years’ experience in the financial planning industry. Don is a Registered Financial Consultant who has been advising individuals and families within Central Ohio since 1987. Don’s experience with securities, income planning, tax strategies and retirement investment planning, allows him to deliver truly valuable advice and service to his clients.

Don was raised in Upper Arlington, OH and has a long history of service to his community and country; including twenty plus years as a pilot in the Ohio National Guard. Don earned his BS in Finance from Franklin University. In Don’s free time he and his wife Joni enjoy playing pickleball in the summer, platform tennis in the winter, traveling and visiting with their three children Judith, Ryan and Lance.

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About our Firm

Since 1987, Ross Wealth Advisors has been working with friends and neighbors throughout Central Ohio. When you have financial concerns about your abundant retirement, we want to help you address them. We offer strategies for retirement income, wealth accumulation, asset protection, IRA and 401(k) rollovers, tax minimization, annuities, life insurance and long-term care. We believe your best years are yet to come.

Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to help provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

At Ross Wealth Advisors, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances; we also understand the importance of priorities, family and confidence in your financial future.

We’re happy to visit with you whenever is most convenient for you. Call us at 614.545.0277 to schedule a complimentary visit to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

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Joni Ross

Vice President

Joni Ross
Vice President

Joni Ross fills many roles at Ross Wealth Advisors. As the Vice President, Joni oversees policies, procedures and compliance in addition to supervising client relations, community outreach and marketing events.

Joni began her career in the health care industry ultimately leading the Eastern US IV Infusion division caring for patients and families with acute and chronic conditions. Joni was responsible for leading teams managing multimillion-dollar budgets while ensuring the company delivered quality care to patients while helping to maximize patient’s insurance benefits. Joni has a passion for coaching and developing women in business and now brings her leadership career and financial experience to Ross Wealth Advisors. Joni earned her BA degree at Otterbein University. In addition to focusing on her family, Joni enjoys any opportunity to entertain friends and clients along with spending time outdoors.

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Sarah-Wilkins

Sarah Wilkins

Director of Operations

SARAH WILKINS
Director of Client Services

Sarah engages with our clients and perspective clients to ensure we provide world-class service each and every day. Sarah handles all client-related service and support in addition to scheduling visits and paperwork follow-up and processing. Sarah is the one working behind the scene; coordinating seminar and educational events as well.  If you have a question, Sarah will have the answer or find it for you.

Sarah grew up in Dublin, Ohio and is a proud Alumni of The Ohio State University. After enjoying a career in education, Sarah welcomed the opportunity to co-own a local business in Lewis Center, Ohio. The combination of her talent in design and a passion for bringing the community together through craft beer and coffee, Sarah helped Olentangy River Brewing Company open its doors in November of 2018.  Sarah is a proud mom of three children: Dylan, Emmie Rose and Penelope. In her free time Sarah loves to exercise, travel and mentor young women in her community.S

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Daniel Tetirick

Financial Advisor

Daniel Tetirick
Medicare Advisor

Daniel Tetirick operates as an Investment Advisor Representative and Medicare Advisor at Ross Wealth Advisors. Daniel earned a Bachelor’s Degree in Finance from the University of Cincinnati. He has experience delivering exceptional financial counsel to ensure the best client outcomes are met. He is experienced in Medicare plan selection and specifications. He is appointed by multiple insurance agencies to guarantee the most competitive Medicare Supplement Plan rates. Daniel is experienced in financial assessment to provide clients with the guidance to select the correct Medicare plan tailored to their specific needs. Daniel is dedicated to the financial wellbeing of his clients and is devoted to understanding their needs. Daniel has a love for the outdoors and his family. He enjoys spending time with his nieces and nephews teaching them about agriculture and participating in outdoor adventures. In his free time you can find Daniel visiting America’s beautiful national parks, where he enjoys camping and fly fishing for trout. .

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Meet Our Fur-ancial Advisors

Once a greyhound finishes his/her racing career, just like people, they retire. Greyhound fostering is a popular way to assist and help greyhounds find their forever home. We have had two greyhounds in the office and figured helping human retirees settle into retirement is our specialty, here at Ross Wealth Advisors, so why not help these greyhounds do the same.
When not napping or playing in their designated doggy area, these loving companions enjoy occasional walks around the office, bringing smiles to everyone they encounter. Our greyhound fosters are more than just adorable office mascots; they embody the values we hold dear—loyalty, reliability, and trustworthiness, traits that parallel the exceptional service we hope to provide to our clients.

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Dom

dog-house

Mike

Meet our Team of Support

Our philosophy for creating an abundant retirement means designing a complete financial plan for our clients and in addition; providing comprehensive support that can help address every aspect of retirement. We believe Retirement Planning involves more than simply Investment Planning. Ross Wealth Advisors consider all aspects of retirement in a holistic manner. We have selected a team of ancillary support experts that provide assistance in addressing those important areas from Tax Preparation, Social Security, Medicare, Health Care, Insurance, Real-estate, Estate Planning to Pre-planning a funeral.

For an introduction, it is our pleasure to assist.

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Bob
Hendrix

Estate Planning Attorney

Bob Hendrix

Estate Planning Attorney

Bob is owner of a private law practice in Dublin. Bob received his Doctorate in Law from Capital Law School in 1986 and subsequently a Masters in Tax Law in 1989. Prior to starting his own practice, Bob served as Vice President of Columbus Life Insurance Company with National Speaking responsibilities on the topics of Estate Planning, Charitable Giving, Family Limited Partnerships, Tax and Business Planning. Bob has also be a Faculty member at The Franklin University where he taught Business Law, Marketing, and Insurance Classes. Bob is a member of the Ohio and Columbus Bar Associations, 20-year Board Member of the Fellowship of Christian Athletes of Central Ohio, Founder and Chairman of The Spielman Gridiron Classic, Board Member of the Magical Moments Foundation, Inc. and Member of “100 Men Who Give a Dam” Foundation.

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Glenn
Harper

CPA

Glenn Harper

CPA
Glenn Harper is owner of Harper & Co. Harper & Co has been working with local businesses since its founding. Their team has significant experience assisting individuals and companies with financial reporting of tax results, including the implementation of recently enacted tax laws. Our clients benefit from Glenn’s objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and the new tax laws. Glenn is here to help you remain tax efficient, develop and implement a sound tax plan and to develop your Financial IQ. His team will empower you to utilize their extensive experience and knowledge to increase the gap between the money you make and the money that you need.

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John
LaMotte

Social Security Consultant

John LaMotte

Social Security Consultant
John was employed by the Social Security Administration (SSA) for over 35 years. He received a Master’s Degree in Public Administration from The Ohio State University. He began his career at the Social Security Administration as a claims representative, a position wherein he assisted individuals in filing for benefits and subsequently adjudicated benefit applications and the myriad types of post-entitlement issues that could affect individual’s continued eligibility for benefits. His years in that position provided him with broad knowledge of the many programs and benefits that the SSA administers, including retirement, disability, Medicare and Supplemental Security Income (SSI) benefits.
In 2000, John was promoted to the position of Staff Assistant/State Liaison. In this senior position, he acted as a liaison between state, local and private organizations and the SSA. He often worked with other organizations to identify solutions to problems that were affecting the operations of both organizations. He frequently conducted training sessions and seminars about SSA programs for both consumer and professional audiences in central and southern Ohio. Since leaving the Social Security Administration in 2016, he has continued to provide information to individuals who have Social Security questions both on an individual basis as well as conducting seminars wherein he provides detailed information about SSA programs, requirements and strategies for filing for Social Security benefits.

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Stacy
McVey

Realtor

Stacy McVey

Realtor
Stacy McVey is a veteran of the real estate industry with 30 years of serving her Buyer and Seller clients in Central Ohio. Stacy has experience in investment properties, new construction, and renovation as she is a real estate investor herself. Stacy is well verse in the housing industry where at one point owned a custom-building business and has renovated several properties.
If you are considering listing your home, Stacy can advise on what updates and or improvements are best and will yield the highest return on your sale price. Stacy works with a team of people to achieve your housing goals whether you are buying or selling. If you are thinking about selling in the future, Stacy is a great resource for our clients. If you would like to simply meet for a consultation, it will be time well spent.

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Vicki

Vicki
Ballenger

Mortgage Consultant

Vicki Ballenger

Mortgage Consultant

Vicki Ballenger has been in the mortgage lending business for more than 30 years and is honored to be in the UHM Presidents Club year after year.
As an experienced mortgage professional, she has gained the knowledge and expertise to find the right option to meet your specific needs in this always changing industry.
You only think about financing a home a few times in your lifetime, she thinks about it every single day.
It is your home and your future, but it is Vicki’s profession and passion to work with our clients to not only help them stay on a healthy financial journey she is also dedicated to helping them find the best financial option for their personal homeownership dreams. With a wide variety of lending options, Vicki will find the right fit for you. It is her promise, and she will go the extra mile for you!
Vicki’s company, Union Home Mortgage, has built a world-class company where people come first. With a culture that stands out in the mortgage industry, you will not find employees here, only Partners. Partners who live by their shared code of conduct values.
Union Home Mortgage’s commitment to delivering personal, world-class service has helped them expand their reach into over 44 states and grow annual lending volume, trending over $5 billion in responsible lending per year.

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Michele
Mercer

Health Insurance Agent

Michele Mercer

Health Insurance Agent

Michele Mercer has been a licensed health insurance agent since 2018. Michele regularly helps early retirees (those under the age of 65) navigate the process of getting individual/family insurance in place. She represents all the types of insurance available to you and works with numerous national carriers. Essentially, she does the shopping for you after determining what fits your needs and how you use your insurance, while staying within the budget you've allocated. This is not a one-time decision, so will work with you annually to ensure you have the right plan as your needs change. If you are thinking about retiring in the near future, Michele is a great resource for our clients. If you would like to simply meet for a consultation, it will be time well spent.

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Michael
Schoedinger

Funeral Preplanning

Michael Schoedinger

Funeral Preplanning
Michael Schoedinger is President of Schoedinger Funeral and Cremation Service in Columbus, Ohio and life time friend of Don’s. He is a 6th generation owner of the firm, a licensed funeral director and embalmer, Certified Preplanning Consultant (CPC), Certified Funeral Executive (CFuE), Certified Cremation Executive (CCrE), and Certified Funeral Service Practitioner (CFSP). He graduated from Upper Arlington High School and earned the rank of Eagle Scout; Miami University in Oxford, OH with a B.S. in Organizational Behavior and a B.S. in Personnel and Employee Relations; and the Cincinnati College of Mortuary Science where he was class President. The company is one of the largest privately owned funeral companies in the U.S. operating 15 chapels, three crematories, a monument company, and a pet cremation service. Schoedinger Funeral and Cremation Service has been awarded the Family Business of the Year Award for Central Ohio and was second runner-up for the National Family Business of the Year Award. They have also won the Business Integrity Award from the BBB, and CEO Magazine’s Best Places to Work in Central Ohio. Michael currently is a member of the Young Presidents Organization, First Community Church, Columbus Rotary, and serves on the boards of the American Red Cross (Past Chair), Junior Achievement (Past Chair), Center Of Science and Industry, and the Family Business Center of Central Ohio. Michael is married to Laure and has a 21-year old daughter, Katie, and a 18-year old son, Jack.

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Laurie
Aquilina

Retirement Transition Coach

Laurie Aquilina

Retirement Transition Coach

Laurie started Aquilina Enterprises, LLC in 2019. After a 28-year career in the Cable Television and Telecommunications industry, Laurie's role in senior management had many facets which included coaching, mentoring, and inspiring teams to high performance. This became her personal career passion. In these various leadership positions, Laurie is masterful at helping people maximize their full potential, including retirement. Her goal is to coach individuals faced with transition by providing strategic support, encouragement, and direction to make courageous choices about their lives. Retirement is a big life change and for many the idea can be daunting. Laurie is specially trained to help individuals navigate change. She strives to provide you with the help, advice, and resources you need to successfully transition into a meaningful and enjoyable retirement.

Laurie received Bachelor of Science Degree at Ohio University in Organizational Communication and is extremely passionate about giving back to the community and over the years has dedicated her time to organizations that represent her faith and values. These include Chair of Leadership Columbus, The American Red Cross, Star House, Mid-Ohio Food Bank, New Directions, Our Lady of Victory, Meals on Wheels, and Women’s Small Business Accelerator (WSBA).

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Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule your visit with Don today or register to attend an event.

15-min Introductory Call

Office Visit

Schedule Your Visit

Or give us a call at 614.545.0277