Biographies

M. Charles Ross has been involved in the insurance and investment business since 1981, with a Masters Degree from New York University. Having been a Hospital Administrator for 10 years, Charles knows that service is more than a word.

After extensive background, knowledge and experience in the insurance and investment arena, Charles assists high net worth individuals with their retirement planning, estate conservation and financial goal orientation. Charles' goal is to help create wealth and financial responsibility in individuals who are committed to their future.

Success has resulted in a clientele that includes hard working individuals, successful professionals, small business owners and retirees. Integrity and genuine concern for his clients assure superior service and effective consultation designed to help fulfill the objectives of the client through long term relationships. As a financial representative, Charles is dedicated to offering access to a broad range of quality products and services including: annuities, stocks, bonds, mutual funds, tax management strategies, buy-sell agreement funding, as well as life, health and disability income insurance.

Evan C. Ross, born and raised in River Edge, New Jersey, attended The University of Massachusetts at Amherst. There, he earned his degree in Business Management at the Isenberg School of Management.

Following the completion of his degree, Evan worked in both retail management and in the mortgage industry. He joined The Ross Company in 2006 and has since worked with high-net-worth individuals and small businesses as it pertains to their insurance and investment goals. His prior experience working in retail management has taught him the importance of the correlation between proper employee benefit planning and employee retention. As a financial representative, Evan is dedicated to offering access to a broad range of quality products and services including: annuities, mutual funds, tax management strategies, buy-sell agreement funding, as well as life, health and disability income insurance.

Evan and his family currently reside in Thornwood, NY where he enjoys spending time with his family, golf, music, cooking and craft beer.

Evan Ross | New York | 399 Knollwood Road, Suite 317, White Plains, NY 10603 | CA Insurance Lic. #0G32080

Jesus has been helping clients pursue their financial goals and dreams since 2000.  He has the credentials and the experience that enable him to develop comprehensive financial analysis and provide clients with independent, professional advice.  His focus is on helping clients plan their financial goals for a lifetime and beyond. He believes that when done appropriately, financial planning can be a life changing experience, re-aligning individual's relationship with wealth.  Jesus believes that working on investment, money and family issues should not induce any stress, but rather be a productive process. 

Personal/Family Information

As a Cuban native who migrated to the US, Jesus has a deep appreciation for “The Pursuit of Happiness”.  He is privileged to share his life with his wife and three amazing children. It fills his heart with joy to be able to have memorable experiences with his family and provide them with opportunities he only dreamed of.

Jesus is a graduate of Pace University, with a Bachelor of Business Administration in Finance and Economics.  He went on to attain all his financial licenses as well as the designations of Chattered Retirement Planning Counselor (CRPC) and Certified Long Term Care (CLTC) specialist. Prior to the inception of the Asterion Wealth Advisory Group, Jesus built  a successful franchise with Ameriprise Financial.

CRPC conferred by College for Financial Planning

Interests

A life without passion is a life without purpose. Jesus has many passions including dancing, the ocean and enjoying good food and wine — but his biggest passion would be living life to the fullest alongside his wife and children. Being born and raised in Cuba, opportunities and experiences were limited. It fills him with joy to now be able to provide those opportunities and experiences to his own children, and help others be able to do the same for their families.

Stephanie graduated with her Bachelor of Communication and Business in 2020 from the University at Albany. Since then, she has held various human resources positions at renowned companies such as Regeneron and Amazon. Serving as our Client Concierge and Marketing Manager, Stephanie plays a pivotal role by proactively developing staff capabilities with a focus on strong client relationship skills and ensuring delivery of an excellent experience on each client interaction. She also works closely with the marketing team at LPL to ensure we are using all our resources to effectively communicate the value of our business.