Ronald M. Roth

 

As founder and Managing Member of Silver Rock Partners, Ron has well over 25 years of detailed knowledge and earned experience in the life insurance and wealth management industry. He has held management positions at the world’s top insurance companies and helped grow a number of nationally recognized producer groups. His philosophy includes leveraging macro views of financial planning in order to develop specific wealth building and capital preservation strategies for clients. Ron prides himself on taking into account each client’s specific goals and unique values to plan accordingly.

In his leadership role at Silver Rock, Ron is responsible for the overall marketing strategy of the firm and identification and recruitment of Silver Rock affiliates. His approach utilizes every aspect of digital technology to enhance revenues by continually improving the overall experience for Silver Rock's existing and future clientele. Most recently, Ron expanded into the commercial finance business and was instrumental in helping develop the marketing strategies for Silver Rock Direct Inc.

Ron is also an accomplished author, having penned a popular book, Invest In Your Life: Why Wall Street Wants You – an insider’s look into the issues regarding the sale of life insurance policies to secondary investor groups. He has over the years also been a regular contributor to several nationally recognized industry publications, including The CPA Journal, The National Underwriter, and The Journal of Accountancy.

He received a B.A. from The George Washington University in 1988, and went on to earn the industry-respected Chartered Life Underwriter and Chartered Financial Consultant designations from The American College in Bryn Mawr, PA. Ron also serves on the prestigious International Advisory Committee for EcoPeace Middle East – a unique organization that promotes peace in the Middle East based upon the common need for water and other natural resources.

Ron resides in Upper Brookville, NY with his wife Claudia and his children Zachary & Hanna.

Alexa Kaplan

Alexa has recently joined the Silver Rock Marketing & Client Development team. Originally a music major at Syracuse University, Alexa’s developed a strong interest in marketing and decided to pursue a career in business, even changing her path of studies. Her academic career took her to Pace University’s Lublin School of Business’s marketing program. Along the way, she has developed hands-on experience in both traditional and social media marketing. Alexa was responsible for growing social media engagements significantly while serving as Social Media Chair on the executive board of Hillel at Long Island University.  She now brings her talent and experience to the financial world. At Silver Rock her responsibilities include assisting with the design and implementation of all outbound marketing and client development programs. She is also involved in coordinating Silver Rock’s joint venture with the Archer Financial Group.

Alexa has recently joined the Silver Rock Marketing & Client Development team. Originally a music major at Syracuse University, Alexa’s developed a strong interest in marketing and decided to pursue a career in business, even changing her path of studies. Her academic career took her to Pace University’s Lublin School of Business’s marketing program. Along the way, she has developed hands-on experience in both traditional and social media marketing. Alexa was responsible for growing social media engagements significantly while serving as Social Media Chair on the executive board of Hillel at Long Island University.

She now brings her talent and experience to the financial world. At Silver Rock her responsibilities include assisting with the design and implementation of all outbound marketing and client development programs. She is also involved in coordinating Silver Rock’s joint venture with the Archer Financial Group.