Broker Check

Meet The Team

Ron Kring, MBA

Founder, President

Since his early twenties, Mr. Kring’s passion and avocation has been personal finance and investing. He has always managed his and his wife’s investments with equities, equity options, bonds, real estate and alternative...
Read more

Kamron Nahavandi

Wealth Manager - Director, Client Services

Mr. Nahavandi has been an Independent Financial Advisor for over 15 years and has passed examinations for Series 6, 7, 63, and 65, as well as Insurance Licenses: Life & Health and Property & Casualty. Kamron’s approach to...

Read more
Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.