Ron brings to TADA Wealth Advisors over 30 years of experience in designing and implementing analytical reporting systems for SC Johnson Diversey and then for Johnson Outdoors. After retiring, Ron approached Dave about working part-time by helping develop new analytical tools for portfolio monitoring and investment tracking.
Ron provides instant analytics for all client holdings (over 5,000), including: stocks, mutual funds, ETF's, bonds and variable annuity investment sub-accounts. This custom research provides a variety of statistical analytics, including: trend track, moving averages, fundamental analysis, performance tracking and portfolio monitoring. Ron has a Bachelor's Degree in Accounting and MBA in Information Services.
At age 53, he and his wife, Lisa, purchased their Florida dream home in The Villages, which is now their current residence, choosing to spend their spring and summers in Wisconsin.
Ron’s hobbies include: gardening, grilling, and golf; he achieved his first hole-in-one on April 1, 2012 (really!).