Biographies

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

M. Charles Ross

Founder & Principal

914-631-1133

914-631-1083

charles@therosscompany.net

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

President & CEO

914-631-1133

914-631-1083

evan@therosscompany.net

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 Lopez

Founder & CEO of Asterion Wealth Advisory Group

914-461-4991

914-206-3990

j.lopez@lpl.com

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.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.