Who We Are

Ross Mortensen
Ross is a highly skilled Financial Planner who brings a wealth of experience and dedication to GDS Wealth Management. He graduated from the University of Nebraska at Kearney with a bachelor’s degree in Math and an emphasis in education. Before transitioning to the financial sector, Ross taught middle school math. He has worked in the financial industry for many years now and brings a wealth of experience to GDS Wealth Management.
As a Financial Planner, Ross is committed to ensuring that his clients have a financial plan that is tailored to their individual needs. He truly takes the time to get to know each client on a personal level and believes that financial planning should be a collaborative effort. Ross aims to empower clients with the confidence they need to work towards the financial future of their dreams.
Ross and his wife, Shelby, have three children: a son, James, and twin daughters, Isla and Andi. Their family also includes a bulldog named Rosie and a cat named Roxie. In his free time, Ross enjoys spending time with his family and traveling. A Mortensen family favorite destination is Disney World, and one of Ross’s personal favorite trips was to Barcelona. Be sure to share your favorite travel destination with Ross – he’s always looking for new suggestions!
Investment advice offered through GDS Wealth Management, a registered investment adviser. For a full list of GDS Wealth Management’s disclosures, visit www.gdswealth.com/disclosures.
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