Ross Viergever, CFP®, CEPA™

Ross Viergever is a passionate financial planner with a genuine dedication to helping clients achieve their personal and financial aspirations and enhance their quality of life. Ross's career is defined by his unwavering focus on providing value and building lasting relationships. His holistic approach to financial planning means that every strategy is tailored to fit the individual needs and long-term objectives of his clients.

Armed with a business degree from Texas A&M University, where he also minored in Leadership and Financial Planning, Ross combines his strong educational background with real-world expertise to offer exceptional financial guidance. With his CERTIFIED FINANCIAL
PLANNER® (CFP®) designation, Ross brings a wealth of knowledge and a commitment to ethical financial practices. His approach is centered around understanding each client’s unique goals and crafting personalized strategies that align with their values and dreams. Ross also works with small business owners, utilizing his knowledge and resources through his Certified Exit Planning Advisor (CEPA®) credential.  Ross believes that successful financial planning is not just about numbers but about creating a roadmap that supports a fulfilling and balanced life. 

Outside of his professional life, Ross enjoys staying connected and active. He cherishes spending quality time with his wife, Brooke, and their loved ones. His free time is often filled with physical activities such as golfing, traveling to new destinations, and serving in his community. These pursuits not only enrich his life but also help him maintain a well-rounded perspective that he brings to his financial advising practice.