RossJohnson & Associates, LLC

Eric Marquardt is a financial advisor at RossJohnson & Associates, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RossJohnson since 2020. His prior experience includes roles at Penn Mutual and Farmers Financial Solutions, along with over three decades at Farmers Insurance Group. He is also a licensed agent for Penn Mutual, involved in the sale of life insurance and annuity products. RossJohnson & Associates provides personalized financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm employs a disciplined investment process that integrates fundamental analysis, modern portfolio theory, and quantitative methods tailored to each client’s objectives and risk tolerance.

Corey Ross is a financial advisor at RossJohnson & Associates, LLC with six years of industry experience. He holds a Series 65 designation and has been with RossJohnson since 2018. In addition to his advisory role, Ross is a licensed insurance agent, providing insurance product reviews and recommendations to clients. RossJohnson & Associates offers personalized financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and quantitative methods tailored to client goals and risk tolerance.

Samuel Ross is a financial advisor at RossJohnson & Associates, LLC with a Series 65 credential. He has prior experience at FMS Solutions LLC, CliftonLarsonAllen, and in retail financial services, as well as teaching roles at the University of St. Thomas and Maple Grove Senior High. RossJohnson & Associates, LLC provides personalized financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm employs a long-term investment approach that combines fundamental analysis, modern portfolio theory, and quantitative methods tailored to each client’s goals and risk tolerance.

Patrick Ross is a financial advisor at RossJohnson & Associates, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Guardian and Park Avenue Securities since 1999. Outside of his advisory role, he owns a rental cabin in Minnesota and is a beneficial owner of inherited land through the Estate of Charles M Ross. RossJohnson & Associates, LLC provides personalized financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, and small businesses. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative methods within a long-term investment approach tailored to client goals and risk tolerance.