Our Team

Ross Hunt, CFP® was born in Anaheim, CA but was raised in Central Ohio; he graduated from Miami University (Oxford, Ohio) in 1981. In addition to graduate work in finance and marketing at The Ohio State University, he attended and graduated from the College for Financial Planning and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1986, which makes his relationships with our clients an all-important fiduciary one. He has also passed numerous FINRA securities registration examinations and is a registered principal with LPL Financial, in addition to holding the following securities registrations with LPL Financial: Series 6, 7, 22, 24, 63, & 65. Ross is also insurance licensed in several states and able to offer life, health, disability, and long term care insurance. He co-founded his fee-based financial planning practice in 1982 and has since been a professional financial planner* for over 30 years.

In 2001, Ross met and married his beautiful wife, Mary, and together they co-founded Ross & Mary Hunt, Inc., as an independent, fiduciary-based, full-service financial services firm.

They have continued to build upon and refine their practice together, and in 2012, together they created RMH Advisors, LLC, a registered investment advisory firm and a separate entity from Ross & Mary Hunt, Inc., as a fee-only planning option. In addition to a Values-Based Financial Planning approach, they have designed and implemented specific processes and systems that are designed to deliver each client with a customized personal experience. Their team of financial professionals is skilled in creating high-quality work for clients, along with great customer service and support.

Ross is a Master Elite member of the Ed Slott Elite IRA Advisors Group* .

Ross and Mary have two sons, Alexander and Samuel, along with the family's two yellow Labrador retrievers. Both Ross and Mary enjoy spending free time with their family, being active in their community as often as possible, traveling, playing golf, biking, and music. They reside north of San Diego in Murrieta, California.

*Ed Slott Elite IRA Advisors Group is not affiliated with LPL Financial

Mary Hunt is a native San Diegan born and raised, loves her city, and a proud GenX-er. Before meeting Ross, Mary was already active in financial services spending many years overseeing her family's real estate business with properties in Southern California and Central Kansas. Mary previously held her Real Estate Agent License during that time, and up until May of 2012, when it was no longer beneficial to our clients to continue to renew, she chose to let it go and focus more on the new generations of clients coming for help. She is currently a Registered Representative Assistant with LPL Financial. She holds her Series 7 and 63 securities registrations which are held through LPL Financial, and has experience in risk management, education planning, and has her life, disability, and long term care insurance licenses. She's particularly knowledgeable with college funding and in life and long-term care options that can help protect client's savings from the enormous costs of extended care.

Mary has a strong desire to help those GenX, GenY “Millennials,” and GenZ generation of adults. Many often have not been given the tools or knowledge to plan for their future, and are too often made to feel inadequate about their investing knowledge. They want someone to work with, not someone to sugar-coat the outlook, but what they need to do to reach their goals. They want a sounding board and partner to educate, clarify or explain, not to dictate or demean. They may not want to do everything online – but want to meet face to face, and have someone to understand how planning and investing is different for them than it was for their parents. And especially someone to treat them with respect, and meet them where they are in their level of knowledge, to help them into the future.

Mary currently acts as the Service Manager for the firm, wearing many hats while taking an active interest in our clients and making them feel special. "I appreciate how hard people work for their money," she says. "I believe that ‘wealth’ doesn’t just mean how much money you have; it means how rich your life is with love and family." What you put out into the world comes back to you, I believe and have a passion for helping people.

Ross and Mary work together; we mean we actually work together at, the same office - neither of us is working from a “home office” and firmly believe in the two heads are better than one theory. It’s good to have different approaches from different life experiences to bring to the table. We really do spend the majority of our waking hours together and love it.

Mary was extremely active in her boy's scouting activities along with Ross and her father (who earned his Eagle Scout rank over 50 years ago!) and now that the boys are out of high school, has the time to be able to focus more on helping them become and learn to be better adults. She enjoys riding her Burgman Scooter (her motorcycle that is “comfortable”) whenever possible, enjoying the beautiful Southern California weather, loves sewing (or at least trying to sew), building stuff – or figuring out how to re-engineer things, playing with the dogs, organizing and fixing stuff at home, loves all genres of music, and playing engineering style games on her phone and iPad. Most weekends are normally for non-work stuff, you’ve got to have some balance in life – or at least try.

Holly makes it her business to watch everything and everybody for suspicious activity ! She is constantly on alert, holding vigil for anything out of the ordinary (UPS drivers, squirrels, etc.). Her favorite activities include "Fetch" (and not returning the ball!), eating (anything) and guarding (anybody), loving and being loved.

Lays around waiting for emotional support calls. Favorite activities include laying on his back, being scratched and fed by hand, napping and playing Zoomies!