Philip I. Ross

Philip “Rusty” Ross is a financial advisor who specializes in financial planning, tax planning, estate planning, and investment strategy. He works out of our Oklahoma City and Plano, Texas, offices. A Certified Public Accountant (CPA), Rusty began working at Savant in 2026 when Exencial Wealth Advisors joined the firm, and he brought with him a strong background serving executives, entrepreneurs, and families navigating complex financial decisions.

Rusty began his career in public accounting at KPMG LLP in Dallas, where he worked in the federal tax department supporting large partnership structures and ultra-high-net-worth individuals. He later joined Exencial as an advisor and tax team member, where he expanded into leading client relationships and guiding comprehensive advisory and tax strategies. Throughout his career, Rusty has helped clients plan through major life transitions, including business sales, career changes, divorce, and the loss of loved ones, while also developing long-term strategies designed to support future generations.

His work includes guiding clients through IRS audits with meaningful reductions in assessed tax liabilities and helping families implement integrated planning strategies that align investments, estate planning, and cash flow goals. Rusty earned recognition as a Forbes Next-Gen Advisor in 2021 and a Best-in-State Wealth Advisor in 2022, reflecting his commitment to thoughtful, client-centered financial planning. He belongs to the American Institute of Certified Public Accountants (AICPA).

Rusty holds a bachelor’s degree in business administration and a Master of Accountancy (MAcc) from the University of Oklahoma. He remains active in the community through Saint Joseph’s Society, ACTS Community at Christ the King Catholic Church, and the Economics Club of Oklahoma.

He and his wife, Whitney, have three children, Blair, Boyd, and Blythe, and two dogs, Lottie and Hank. Much of his time centers on family activities, with favorite getaways to northern Michigan and Colorado, where he enjoys golfing, skiing, fishing, and hiking.