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Ross Mortensen, CFP®

Financial Advisor

Ross is a CERTIFIED FINANCIAL PLANNER™ practitioner with GDS Wealth Management who brings experience and dedication to his role. 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 services industry, Ross taught middle school math. He has worked in the financial industry for many years and brings that experience to his work with clients at GDS Wealth Management.

As a Financial Advisor, Ross focuses on working with clients to develop financial plans tailored to their individual goals and circumstances. He takes time to get to know clients and believes that financial planning is most effective when approached collaboratively. Ross works with clients to support informed decision-making as they plan for their financial future.

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!

Ross

Investment advisory services are offered through GDS Wealth Management (“GDS”), an SEC-registered investment adviser; registration does not imply a certain level of skill or training. Content, including personal background, professional designations, and investment approach, is provided for general informational purposes only and should not be considered personalized investment advice, a recommendation, or a guarantee of future results, nor does it create an advisory relationship. Professional designations are awarded by third-party organizations and do not imply a certain level of skill or expertise. For additional information, please visit gdswealth.com/disclosures.