Ross Mortensen, CFP®

Ross is a CERTIFIED FINANCIAL PLANNER® 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 mathematics 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.

As a financial advisor, Ross focuses on working with clients to develop financial plans tailored to their 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 as they make informed decisions and 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 Walt 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.

GDS Wealth Management is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This material is provided for informational purposes only and should not be construed as personalized investment advice or a guarantee of future results. Additional information regarding professional designations and business practices is available at www.gdswealth.com/disclosures.