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Wealth Advisor, Host of the Success! Podcast, and Partner at Advanced Financial Solutions

Professional Career

Ross Kline has invested his entire career in the financial services industry (10+ years), with experience in taxes, banking, lending, insurance, financial & estate planning, and investments!

Over time, because he observed that so many people felt apprehension about their financial future, he wanted to create a process that puts all the pieces of the financial puzzle together and helps them feel anticipation! That led him to becoming a Wealth Advisor and Partner of Advanced Financial Solutions in 2014, where he co-created The Swing FORMula™.

Community Driven

Born and raised in Frankfort, KY, Ross is an active member of the local community, serving on the board of directors for the Frankfort Area Chamber of Commerce and doing volunteer work with non-profit organizations. He has a deep passion for helping people and believes every professional’s duty is to use their knowledge and experience to better their community, and that “doing well comes as a result of doing good.”

Personal Interests

For recreation, Ross enjoys all outdoor activities and spends most of his free time mountain biking, rock climbing, and kayaking. He also takes an annual trip to the mountains to snowboard. He and his wife Whitney are major “foodies”, traveling all over the world to experience the local culture and landscape. They live in a quiet neighborhood in Frankfort Kentucky with their two cats, Blue and Onyx.