Ronnie Jackson, CFA®
Partner, Wealth Advisor
Ronnie joined the team in 2024 after having worked closely with the office for many years as a vendor partner. He seized the opportunity to return to his roots as a financial planner and wealth manager. Originally from Minnesota, Ronnie began his finance career in 2012 as an advisor at Ameriprise before pursuing the CFA® designation. This pursuit led to a journey that ultimately brought Ronnie to Indiana as Regional Vice President for a large financial firm, where he played a crucial role in helping wealth management firms implement effective solution strategies for their clients. The various experiences reminded him how much he truly enjoys working with individual clients and families, particularly with complex tax, investment, and financial planning needs. Today, he works with clients as a financial planner, tax advisor, and investment manager, helping them progress towards long-term financial goals while paying careful attention to tax-smart investment solutions, employer stock, and estate maximization strategies.
As a partner in Storen Financial since 2025, Ronnie’s most valued commitments are to his family, community, and ultimately our clients. Every person’s financial needs are unique and vital to them, and it is essential that we offer competent and compassionate guidance as they navigate often complex and daunting decision-making processes. Due to this and his conviction that having access to a financial planner offers numerous benefits to individuals, he played a pivotal role in launching an Advice-Only planning service in 2024. He routinely assists colleagues with overall plan design and implementation and takes his role as a fiduciary and educator more seriously than any others.
Outside of the office, you can find Ronnie enjoying time with his wife and 3 kids, running to gymnastic and dance recitals, watching some sort of sport, or better yet, playing one (golf). An avid reader, Ronnie’s always open to suggestions, so please share!
Ronnie’s designations held through Simplicity Investments include: CFA®, Series 7 and 63, and State Life & Health Insurance.
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