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Ron Devon, CPFA

Account Strategist, Retirement Plan & Wealth Management

Ron has a business background that spans more than a quarter-century—as a small-business owner for
20 years, he worked with investors and provided financial planning services before joining Wilson Albers
as an Account Strategist in 2015.

Ron’s deep understanding of the concern’s small businesses face, along with his vast experience on both
the employer and investor sides, allow him to effectively build long-term retirement strategies for our
clients and develop plans that meet each organization’s unique needs.

A graduate of the University of Alaska with a degree in chemistry, Ron describes himself as a “numbers
guy”; he holds Series 7 and 66 licenses from the Financial Industry Regulatory Authority and is a
registered Investment Advisor Representative. He has also earned the Certified Plan Fiduciary Advisor
(CPFA) designation.

When he’s not focusing on the numbers with clients and their employees, Ron is often out on the water,
enjoying the sights of Alaska from his sailboat.

Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC.
Advisory Services through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Alera Group, Inc. Alera Investment Advisors, LLC and Wilson Albers are not affiliated with Triad Advisors, LLC
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