Rusty Ross

Rusty Ross joined Exencial Wealth Advisors in 2012. He began his career at KPMG in Dallas, where he worked on tax compliance, planning, and research for alternative investments, private equity funds and large real estate investment partnerships. Rusty had always been interest in a career in the investment and financial planning area, and was excited at the opportunity to join Exencial. He enjoys working directly with clients to help achieve their goals through tax, investment, and estate planning.

Rusty graduated from the University of Oklahoma with a Bachelor of Science in Business Administration and a Master of Accountancy in 2009. He gained his CPA license in 2011. Rusty is a member of the American Institute of CPAs, AICPA Tax, and AICPA Personal Financial Planning practice areas.

Rusty, his wife, Whitney, daughter, Blair (3), son, Boyd (>1), and dog Fletch live in Oklahoma City, Oklahoma and attend Christ the King Catholic Church.

Rusty Ross
P: (214) 473-9200