Ross
Sims
Retirement Plan Advisor
Ross brings nearly two decades of expertise in the retirement plan industry, combining roles as an advisor, consultant, and business developer for leading recordkeepers. Leveraging his extensive recordkeeping background, Ross elevates the employer experience by streamlining processes, optimizing costs, and empowering confident decision-making to maximize retirement plan benefits. Committed to employee wellbeing, he provides tailored education and coaching to build comfort and confidence in setting and achieving retirement goals. Recognized with the AIF®, (Accredited Investment Fiduciary®), designation Ross is dedicated to upholding the highest fiduciary standards.
A graduate of Elon University, where he excelled in collegiate basketball, Ross now resides in Roswell, GA, with his family Kim, Lauren & Pierce. Ross’ interests start with cherishing moments with his family, traveling to new destinations, and enjoying time on the golf course.