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ABOUT US | Our Team

The team of people at Jeff K. Ross Financial not only has the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! They are always ready to address your concerns, answer your questions, and put you at ease.

Jeff Ross is the Principal and Founder of Jeff K. Ross Financial Services, with offices in Kalamazoo, MI and Barrington, IL.

Since 1986, Jeff has provided investors with financial advice that is objective, honest, and innovative. His long-term client relationships are a reflection of the value and trust he brings to his clients. The office staff provide superb customer service that is effective and compassionate. Their clients share similar values and goals. They tend to live within their means and have an appreciation for society, the Arts and the environment. Their Financial Goals tend to include Protection, Preservation, Income, Growth, and “Giving Back” to family and community.

Jeff's education includes the CLU and ChFC certifications, the CFP curriculum at DePaul University in Chicago, IL, numerous securities registrations and licenses, and his Masters Degree from George Williams College on Lake Geneva, WI. Jeff's prior career was in the Non-Profit sector as a Camp Director and a pioneer in Adventure Education, involved in the roots of team building initiative courses.

Jeff and Ann, his wife of 27 years, reside on their small farm near Mattawan, MI with their Quarter Horses, dogs, and gardens .... where they raised their 4 children, who have all moved on to pursue their education in the Arts - theatre, music, and culinary.

Jeff and Ann are avid volunteers in the community - active in fund-raising, hands-on labor, and leadership - serving children, homeless, the arts and the environment - through church, symphony, camp, Rotary, Habitat for Humanity, theatre, 4-H, and LaCrosse.

Jeff serves on:

  • The Session (Board of Directors) at First Presbyterian Church in Kalamazoo, MI...as well as the FPC Endowment Board
  • The Advisory Board at Haworth Business College at Western Michigan University
  • The Theatre Guild Board at Western Michigan University
  • Advisor to the Development Department at Pretty Lake Camp

Ann serves on the Kalamazoo Symphony Orchestra League.








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