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Ross Mortensen

Executive Director, Sports and Entertainment | Financial Planner

Ross is one of our talented Financial Planners here at GDS Wealth Management. He graduated from the University of Nebraska at Kearney with a bachelor’s degree in Math and an emphasis in education. Before transitioning to the financial sector, Ross taught middle school math for a few years. He has worked in the financial industry for many years now, and Ross brings a wealth of experience to his role at GDS.

As a Financial Planner, Ross is committed to ensuring that his clients have a financial plan that is tailored to their individual needs. He truly takes the time to get to know each client on a personal level and believes that financial planning should be a collaborative effort. Ross aims to empower clients with the confidence they need to work towards the financial future of their dreams.

Ross and his wife, Shelby, have three children: a son, James, and twin daughters, Isla and Andi. Their family also includes a Boston terrier named Tulo and a cat named Roxie. In his free time, Ross enjoys spending time with his family and traveling. A Mortensen family favorite destination is Disney World, and one of Ross’ personal favorite trips was to Barcelona. Be sure to share your favorite travel destination with Ross – he’s always looking for new suggestions!

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The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
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GDS Wealth Management is an investment adviser in Flower Mound, TX. GDS Wealth Management is registered with the Securities and Exchange Commission(SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. GDS Wealth Management only transacts business in states in which itis properly registered or is excluded or exempted from registration. A copy of GDS Wealth Management's current written disclosure brochure filed with the SEC, which discusses, among other things, GDS Wealth Management’s business
   2910 Lakeside Village Blvd., Flower Mound, Texas 75022   2910 Lakeside Village Blvd. Flower Mound, Texas 75022  gds@gdswealth.com   469-212-8072
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