Your goals. Our comprehensive plan.

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Insights grounded in experience

For over nearly 25 years in financial services, Ron has been singularly dedicated to the well-being of his clients. An early advocate of financial planning, Ron has always believed a comprehensive, goals-based plan is the best way to build confidence and drive a long-term investment strategy. He and his team are focused on helping to maintain the quality of their clients’ lives by never losing sight of what really matters to them.

Prior to becoming a Financial Advisor, Ron was an entrepreneur and built several businesses in manufacturing and real estate. He brings this broad experience to developing investment strategies tailored to each client’s goals. Beyond his deep understanding of the markets, he looks holistically at his clients’ financial picture to understand the right investment mix for their unique situation. This includes estate planning strategies, risk and debt analyses and the inclusion of real estate holdings. 

With the right plan in place, Ron feels great satisfaction knowing he has helped his clients bring order to their investments and simplify their entire lives. 

Dedication born of adversity

Through his entrepreneurial ventures, Ron developed a keen understanding of risk and a businessman’s ability to think innovatively. He earned a B.S. in business administration from Rutgers University and started out in investment research but soon branched out into his own businesses. 

As a young man, Ron was diagnosed with chronic Crohn’s disease. With a bleak prognosis from his doctors, Ron decided that instead of treating his condition solely with drugs, he would educate himself about nutrition and exercise. The experience also deepened his faith. Now, 43 years later, Ron is going strong and credits the experience with not only honing his ability to innovate for his clients but with giving him the faith and compassion to help his clients meet all the twists and turns they face in life.

• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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As a legacy team member, Jamie has been in the industry for over 6 years, learning from her father, Ronald Zeitz. She plays an integral role with the team by building current and future client relationships. Jamie works alongside clients to identify their goals, analyze their cash flow and develop long-term financial retirement plans. Each plan is developed with the client’s specific needs in mind. Jamie also manages the team’s educational seminars and marketing events.  

In her spare time, enjoys cooking with her husband, Phil, bike rides with her son and spending time with friends and extended family.

Jamie hold the Series 7 and 66 securities licenses and has a B.A. in business from Messiah College.

• Chartered Financial Consultant

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Dave has over 15 years of experience serving as a consultant to leadership teams and individuals across various industries, such as civil engineering, teaching, ministry, leadership coaching and the arts. As a result, his goal with clients is to help them attain their financial goals both in the present and for the future as they approach retirement. 

Dave is both Series 7 and 66 licensed. He has a doctorate in Global Leadership through Alliance University, as well as a masters through Liberty University, and an undergraduate degree from the University of Delaware.

Dave grew up in southern New Jersey as the third generation of immigrant grandparents from Ukraine. He is married to his wife, Maria, and together they have three beautiful adult girls whom they enjoy spending time with and eating out together. In his spare time, he enjoys surfing, paddle boarding, golfing, watching sports (baseball, football basketball, and formula one racing), movies, reading, writing, traveling, and painting abstract art that is influenced by the ocean. He also serves at his church and is a board member at the Medford Arts Center.

• University of Delaware, Bachelor of Arts: 1997 - 2001
• Liberty University, Masters: 2005 - 2007
• Alliance University, Doctorate of Ministry in Global Leadership: 2020 - 2023

Patty has spent the better part of her career in customer service and finds talking with people the most enjoyable part of the job. You will find she is happy to learn about you and what matters to you and your family. Patty is instrumental to the team by providing operational and administrative support. When you call, you may have the pleasure of chatting with her.

Patty has the joy of 4 grandchildren in her life. She enjoys visiting Cape Cod for summer vacations and during her spare time you will find Patty creatively creating quilts.