Ron Haney currently serves as Vice President with Commerce Street Peak Advisors. With over 15 years’ experience specializing in defined contribution plan consulting, Mr. Haney has worked with both plan sponsors and financial advisors in all aspects of the business development and retirement planning process. Most recently, Ron worked as a senior relationship manager at Fidelity Investments where he partnered with financial advisors from around the United States to manage up to $1 Billion in AUM, ranging from small business start-ups to Fortune 500 companies. Prior to Fidelity, Ron worked for Clark Consulting in Dallas where he specialized in Non-Qualified Plan reporting and cash value analysis for Company Owned Life Insurance policies as funding mechanisms for executive benefit plans.
Ron’s interests include spending time with his Family, gardening, and playing guitar. After a brief stint at Texas Tech University, Mr. Haney graduated from the University of Texas at Arlington with a degree in Broadcast Management and a minor in Spanish.
As a registered representative, Ron currently holds FINRA Series 7, 65, 63 and 6 securities licenses.