Client Testimonials
“As an airline pilot who came into a major airline later in life, I was playing catch-up with my retirement planning and didn’t know where to start. From the first call with James and Zack at Newsome & Ross Financial, I knew I had found professionals who not only understood financial planning but also the unique needs of pilots. Their deep industry knowledge, combined with a personal connection to aviation, gave me complete confidence. They laid out a clear, customized path forward and I now feel secure knowing my financial future is in the hands of professionals who truly get it.”
— Scott
Captain, United Airlines
This statement is a testimonial by a client of the financial professional as of 06/02/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“My wife and I had a clear goal of retiring early and living comfortably, but we weren’t sure how to get there. After a friend highly recommended James and Zack, we reached out—and we’re so glad we did. From the start, they brought not only deep financial expertise but also genuine care for our lives and goals. They crafted a personalized plan, brought forward insights we never would have considered, and gave us real confidence in our future.”
— Tim
Captain, American Airlines
This statement is a testimonial by a client of the financial professional as of 06/02/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“Before working with Newsome & Ross Financial, I was essentially flying blind with my retirement planning—rarely updating my 401(k), putting off estate planning, and never really feeling confident about my financial future. That changed completely after a trusted friend recommended James and Zack. From the start, they stood out—not just because of their deep expertise in finance, but because they truly understood the unique needs of aviation professionals like me. They helped me create a clear, comprehensive plan, including trusts, wills, and beneficiary alignment. Now, I have clarity and a real sense of progress.”
— Jon
Check Airman, JetBlue Airways
This statement is a testimonial by a client of the financial professional as of 06/02/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“Before working with Zack and James, I often felt uncertain about retirement planning. I didn’t know whether a Roth was the right choice, how much I should be saving, or the best ways to minimize taxes. From our first meeting, I felt I could trust them. They were professional, easy to talk to, and always had my best interests in mind. The personal connection we built, along with their consistent follow-through and thoughtful recommendations, made them the right choice for me. What stood out most was their attention to detail and their patience in explaining every proposal and possible outcome. Thanks to their guidance, I now have a clearer understanding of my retirement strategy, a thoughtful tax strategy, and a well-structured plan for future contributions. They’ve made the entire process feel manageable and tailored to my needs.”
— David
Check Airman, Hawaiian Airlines
This statement is a testimonial by a client of the financial professional as of 08/18/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"Before working with Newsome & Ross Financial, I found myself stuck—unsure about when to buy or sell and hesitant to shift my investment strategy. I held onto a mutual fund in my Roth IRA for years simply because I didn’t know what else to do. From our very first conversations, I felt a strong alignment with James and Zack. We shared a similar outlook on investment risk and how it should evolve with my career timeline. What truly made them the right fit was how open and collaborative the relationship felt. We were able to have clear, honest discussions about the steps needed to properly structure our investments. Above all, the level of communication has been outstanding. Their regular check-ins have helped me stay more engaged and aware of my financial picture than ever before. I can confidently say the experience with Newsome & Ross has been transformative. I highly recommend them to anyone looking for thoughtful, transparent, and proactive financial advisors."
— Andrew
Check Airman, Alaska Airlines
This statement is a testimonial by a client of the financial professional as of 07/22/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
“My experience with Newsome & Ross Financial has been outstanding. Prior to working with them, I struggled with a lack of transparency in financial management. On the recommendation of a trusted friend and JetBlue pilot, I decided to reach out and I’m so glad I did. With multiple rental properties and businesses, James and Zack proved to be the ideal partners. What truly sets them apart from other firms I’ve worked with is their consistent communication and unwavering availability. They’re always ready to help and clearly prioritize our financial well-being. I highly recommend Newsome & Ross Financial for anyone seeking reliable and knowledgeable financial advisors.”
— Leroy
Captain, Frontier Airlines
This statement is a testimonial by a client of the financial professional as of 07/22/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.