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Ross A Yukolis

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Member for
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Personal Info

Full Name
Ross A Yukolis
Bio



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Ross is a graduate of ASU with a BS in Business Administration.  He 100% self funded his education while working for UPS for 4 years sorting packages.  

He sold life and health insurance for Lincoln National for 5 years after graduating from ASU (He became an LUTCF during that period of time)

Ross earned an MBA at the Univesity of Phoenix while working full time as a Sales Manager of a Tobacco Company in the San Francisco Bay Area.  

While working in the High Tech Sales Arena in Norcal, he excelled at companies such as AT&T and Dimension DATA where studying technical Networking infrastructure (Cisco CCNA designation) along with Sales and Leadership skills allowed him to earn President Club Trips on 3 occasions with Dimension Data. 

A native of Phoenix, AZ, he enjoys playing tennis. He loves Italian food and great restaurants.  His son Adam is attending WSU studying sports management. 

Ross has launched Select Financial Solutions in 2018 in Mesa, AZ as an Independent Health and Life Insurance Agent.  He focuses on small business owners, entrepreneurs and pre-retirement and retirement safe money strategies to ensure his clients minimize risk, reduce taxes, and maximize retirment income.   

 

 

 


Professional Info

Organization
Ensign Financial Partners
Job Title
Senior Advisor
Business Website
http://www.ensignfinancialpartners.com/
Industry
Financial Services
Profession
Retirement Optimization for Individuals and Businesses, Business Succession Planning, Tax Strategies, 401K and SEP
Business Description

Philosophy

People Matter – We believe each person is innately valuable and worthy of respect and honor. We believe relationships matter and that business is relational top to bottom. "People First, Money Second" is a priority statement that places people and relationships ahead of financial matters. 

We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe our client partners deserve the type of communication that is frequent, timely, truthful and relevant. 

We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing "catch a little excellence along the way." - Vince Lombard

Services:  

We Offer Comprehensive Financial Planning Services for Small Business Owners and Retirement Planning / optimization for Pre- Retirees,  Life Insurance, Disability Income, Long Term Care, Small Group (Life, Health)  

We assist folks with Pre-Retirement and Retirement Safe Money Strategies to maximize income and minimize taxes.  

Address
111 E Rivulon Suite 103
City
Gilbert
Zip
AZ
Phone
925-360-9979

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