Ron Sloy Email & Phone Number

A quarter-century of exceptional achievement and unparalleled service.Sloy, Dahl & Holst, Inc. is a registered, full-service financial advisory firm dedicated to our clients’ financial achievement. As a boutique investment house, we tailor every investment portfolio we manage to meet each client’s specific goals.In 1986, certified financial planners Ron Sloy, Tony Dahl and Jim Holst had a vision—to provide a level of client service unavailable elsewhere. A unique, distinguished, and powerful firm was born. 30 years later, we are still exceeding client expectations—with first-class wealth building, capital preservation, retirement planning and pension fund management."I’ve always been a fierce competitor. This is an absolute necessity for managing money in this constantly changing economy.”Ron Sloy is a Certified Financial Planner (CFP®) and co-founder of Sloy, Dahl & Holst, Inc. Ron’s ever-expanding practice has brought him to the attention of both local media and national publications including Forbes, Fortune, Bloomberg, Money Magazine, and landed him a slot as a contributor on the KOIN-TV program Keep It Local, offering concise market reviews and forecasting.A lifelong athlete, Ron competed on national television in the pro-football halftime game Punt, Pass and Kick at age ten. He was a three-sport star athlete in high school, playing baseball, basketball and football. He made first-team all-state in baseball, and joined the Sigma Chi first-team All-American roster as the only freshman during his first year at University of Oregon.“I get great pleasure when a Client shakes my hand to thank me. It reminds me when my Coach would congratulate me after a ball game for a job well done.”Ron was drafted by both the St. Louis Cardinals and the Montreal Expos. Instead of pursuing the major leagues, he applied his competitive nature to his new passions: personal finance and wealth management. Ron began his career at Alexander Hamilton Life Insurance Company and later joined Interwest Financial Advisors before co-founding Sloy, Dahl & Holst, Inc. in 1986.Ron also brings his competitive nature to the golf course. He is a scratch golfer, and has won numerous Northwest tournaments and dreams of one day giving the Senior PGA Tour a run. His passion for golf was the inspiration behind the Sloy, Dahl & Holst Annual Golf Invitational. Which has brought the likes of celebrity guests, Gary McCord, Rocco Mediate and Holly Sonders.

Listed skills include Investments, Financial Modeling, Financial Analysis, Banking, and 15 others.