The presenter started his introduction by explaining that Ron is a certified financial planner and founding planner of Sloy, Dahl & Holst. He highlighted that the firm has been in business since 1986 and has offices in Portland, Seattle and Sacramento.
He went on to say that Ron and Sloy, Dahl & Holst have been profiled in Forbes, and quoted in Fortune, Money, and Bloomberg magazines. Additionally, the presenter noted that Sloy, Dahl & Holst was named among the 300 investment advisors in the US by the Financial Times of London for two years in a row.
The presenter also mentioned Paul Meeks, Sloy, Dahl & Holst’s CIO who was hired in November. Paul was noted to be a recurring contributor on CNBC as well as a platinum portfolio manager for CNBC.
Before ending the introduction, the NWUCA representative thanked Ron for his support. As an investment advisor with the NWUCA corporate account, Ron was noted for being an avid guardian and grower of the account, and a deserving recipient of the Affiliate of the Year Award.