Biography

Ross is the Founder and a Shareholder of Accredited Investors Wealth Management. Long an industry leader, Ross translates his expertise into meaningful conversations with clients about integrating their money and values.

Ross currently serves on the University of Minnesota Foundation’s Board of Trustees and as an Ambassador for the Certified Financial Planner Board of Standards in Washington, D.C.

He served as a committee member of the University of Minnesota Presidential Search Advisory Committee (2018), is a former Chairman of the International Association for Financial Planning – now the FPA (1995), and is a former member of the Board of Governors for the Certified Financial Planner Board of Standards (1998-1999).

Ross is a regular columnist for the Minneapolis Star Tribune and Financial Advisor Magazine.

For more information about educational requirements, professional certifications, and professional designations, click here.

Awards:

P. Kemp Fain, Jr. Award (2023): The highest individual honor conferred by The Financial Planning Association (FPA). This pinnacle of recognition is bestowed on an individual who has made significant contributions to the advancement of the financial planning profession. The award is presented annually to one individual who has realized outstanding achievements in service to society, academia, government, and professional activities. Nominations were open through spring 2023. Accredited paid no fee to participate.

Financial Planning Magazine Influencer Awards – Lifetime Achievement Award (2010): According to Financial Planning Magazine, the Influencer Awards were created to honor advisors who have contributed to the development of the profession and work to take it to a higher level.  The award winners were selected by Financial Planning’s advisory panel from a pool of nominations submitted by peers and colleagues.

Heart of Financial Planning Award (2006): According to the Financial Planning Association (FPA), the Heart of Financial Planning Award recognizes individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public. Eligible nominees include an FPA individual member, financial planning firm, FPA chapter, a professional (e.g. attorney, CPA, professor, journalist) or any other organization or individual believed to have done extraordinary work to contribute or give back to the financial planning community and/or public.