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Personal financial management advisors in Dallas, Ross & Blumenthal office

Contact Dallas - Ross & Blumenthal

Get personal with us in our Dallas - Ross & Blumenthal office

Your financial planning needs are unique. So is our expert team of 24 financial advisors, led by Brandon M. Ross, CFP® and Jonathan "Jon" Blumenthal, CFP®. Our firm combines all the resources of Goldman Sachs and years of expertise in retirement planning, investment planning and tax planning to provide the dedicated, one-on-one experience you’re looking for. Together, we get personal to help you live the life you want.

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Meet our Ross & Blumenthal financial advisor team in Irving, Dallas

Jonathan Doshier

VICE PRESIDENT, SENIOR WEALTH MANAGER

Lane Lamb

VICE PRESIDENT, SENIOR WEALTH MANAGER

Joshua B. Smith

VICE PRESIDENT, SENIOR WEALTH ADVISOR

Rene Lopezvictoria

ASSOCIATE, WEALTH ADVISOR

Monalynd Young, CFP®

ASSOCIATE, SENIOR RELATIONSHIP MANAGER

Sara Bowes

ANALYST, RELATIONSHIP MANAGER

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