Ross has been a dedicated team member at Well Lived Wealth since 2022, initially joining the team as an intern over two summers before transitioning into his current role as a Client Service Associate. A graduate of Loyola University, Ross further enhanced his experience by completing an MBA with a Finance Concentration at Tulane University’s A.B. Freeman School of Business in New Orleans in 2025. His meticulous attention to detail and patient demeanor make him a standout contributor within the team.
In 2025 Ross has completed the FINRA Securities Industry Essentials (SIE) exam and the Texas Department of Insurance General lines – life, accident, health and HMO exam. In 2026, Ross passed his Series 7 and Series 66 which are part of the rigorous steps toward becoming a financial advisor.
While studying economics, Ross made his mark as a baseball player at Loyola. Despite his fond memories of New Orleans, Ross remains a native Houstonian at heart. Outside of work, Ross channels his culinary creativity through his love for cooking sous vide, biking, and pickleball. His multifaceted skills and interests add depth to his role, making him an asset to our Well Lived Wealth family.