Ron is an entrepreneur with over 30 years of experience advising high-net-worth individuals and middle-market businesses. As the Founder and Chief Executive Officer of the Silver Rock Family of Companies, he leads a diversified firm specializing in customized solutions across captive insurance structures, advanced life insurance planning, and estate and legacy design. Ron is known for his ability to seamlessly integrate personal estate planning with the complex realities of business ownership, helping clients optimize taxes, protect assets, and build lasting financial value across both personal and corporate domains.
Throughout his career, Ron has held senior leadership roles at major global insurance firms and has been instrumental in developing several nationally recognized producer groups. His approach blends strategic macroeconomic insight with deep technical expertise, enabling him to design innovative planning strategies tailored to the unique needs of affluent individuals and the companies they own or operate.
At Silver Rock, Ron is committed to fostering long-term, collaborative relationships with clients and their advisory teams, including attorneys, accountants, and wealth managers. The firm combines proven planning principles with modern digital tools to deliver a seamless, forward-thinking experience that meets the expectations of today’s sophisticated clients.
A published author and recognized thought leader, Ron has written two acclaimed books: Invest in Your Life: Why Wall Street Wants You, which explores the life insurance secondary market, and Don’t Pick Up the Bill: Strategies to Help Affluent Individuals & Families Navigate a New Economic & Tax Paradigm. His insights have also been featured in respected publications such as The CPA Journal, The National Underwriter, and The Journal of Accountancy.
Ron earned his B.A. from The George Washington University in 1987 and holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College of Financial Services.
In addition to his professional pursuits, Ron is active in philanthropy and community service. He serves on the International Advisory Committee of EcoPeace Middle East, is Treasurer of the Parent Council at Friends Academy in Locust Valley, NY, and acts as a Special Advisor to the Board of the Long Island Gilbert & Sullivan Light Opera Company. He resides in Upper Brookville, New York, with his wife, Claudia, and their children, Zachary and Hanna.