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William R. Coleman, Jr., MSM

William R. Coleman, Jr., MSM

Managing Partner

Ron started working in the financial services industry in 1999. Prior to co-founding RBJ Wealth Management, LLC, Ron enjoyed a career with Martin/Wight & Company, LLC. Ron focuses on developing financial strategies for physician, high net worth, business owner and corporate clients and their families throughout the country. He helps clients with their retirement plans, financial strategies and investments, risk management and debt management. Ron regularly reviews clients’ portfolios and policies assessing for changes in objectives and risk tolerance and is known for delivering impeccable service and follow-through.

Previously, Ron also worked as director of operations at HCC, where he led and negotiated strategic business alliances with Banks and Accredited Investors to finance development/investment portfolios. With his diverse market and industry knowledge, he was also responsible for budget planning, financing and asset management, while always keeping an eye on the horizon to anticipate economic climates and market changes.

He earned his Bachelor’s of Science degree in Resource Management and earned a Master’s in Management from West Virginia University.

Ron is an outdoor enthusiast and loves deep sea fishing, skiing, hiking and golf. Ron lives in Phoenix, Maryland with his wife Jen, and their two children, Mason and Ethan.