Employee Profile
Philip "Rusty" Ross

4054781971

PRoss@exencialwealth.com

Sr. Wealth Advisor

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 always had an interest in the investment and financial planning field, and his time servicing clients at Exencial solidified that it was a great fit. 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.

Teams

John Burns Team

Rusty Ross Team

Relationship Manager