Ross DeWaard CTS®
I’ve always had a fascination with how money works, specifically when it comes to investments and targeted tax planning. Now, I use that fascination to help families realize they can retire earlier than they expected. I focus heavily on building customized financial strategies that align with each family’s unique vision for the future. Watching them use that newfound time to create meaningful experiences and check off their bucket lists is incredibly rewarding.
Before transitioning into the financial industry, I built my professional experience as a project manager. I graduated from the University of Maine with a degree in finance, marketing and management, and have passed the Series 65 securities exam. I hold life and health insurance licenses, as well as the Certified Tax Specialist designation.
I grew up in a small town in Wisconsin, and I spent my college years in Maine. I share my Charleston, South Carolina, home with my Australian shepherd, Hazel. Outside the office, I enjoy exploring the Charleston dining scene and attending local car events.
