Ranse provides wealth counseling and investment management to individuals and business owners. He takes time to listen and understand what is going on in the lives of his clients so that he can provide actionable advice helping families make confident financial decisions. His team advises in all areas of investment planning including investments and retirement, estate, risk management, philanthropy, and next generation education. Ranse has attained the CERTIFIED EXIT PLANNING ADVISOR® designation, and his team advises business owners on business transition and preparedness to ensure their business, personal, and financial goals are aligned for their current and long-term plans.