Ron formed his investment practice after decades of serving a large and loyal tax and bookkeeping client base in Sausalito, CA. He worked as an Enrolled Agent before the IRS. He brings this significant tax experience to the firm allowing us to provide tax-conscientiousness advice regarding client investments, proposed transactions, estate planning, etc. Given a shared core competency with Richard in accounting, tax, and investment management using individual securities, the two partnered initially for business succession purposes, and have since decided to further collaborate in the new venture of Fiduciary Financial Group. Ron & his family currently live in Marin County.