Partner in Copper Harbor Investment Advisors LLC, has been working with clients through a fiduciary and investment management role since 2017. Ramon’s background includes retail banking, investment management, financial planning, asset allocation, as well as trust & fiduciary services.
- Associate Financial Advisor, KerberRose Wealth Management
- Administrative Assistant, Associated Bank Trust
- Retail Banker, Associated Bank
- Financial Planning – detailed retirement planning and cash flow analysis
- Portfolio construction and review
Education and Designations
- BBA Finance, University of Wisconsin-Green Bay
- Series 65 securities license
- Public Notary for the State of Wisconsin
Ramon enjoys spending time with his wife, Kelly, and his twin girls.