CFP®, Retirement Planning Strategist
Ryan is a dedicated professional specializing in creating and updating retirement plans within the Merkle Retirement Planning team. As a Retirement Planning Strategist, he has been instrumental in streamlining processes and working alongside our Retirement Planners to ensure they are well-informed and equipped to handle any complex situations they encounter. Acting as the primary point of contact, Ryan fields questions and navigates tricky scenarios, thereby smoothing out the planning process for all involved.
Ryan holds the CERTIFIED FINANCIAL PLANNER™️ (CFP®️) certification, recognized for its high standards of education, ethics, and professionalism in the financial planning industry. Additionally, Ryan holds licenses for life, health, and accident insurance in Iowa, as well as his Series 65 securities license. Supporting Ryan’s professional journey is a solid academic foundation. He is a proud graduate of the University of Iowa, where he majored in Finance with a focus on Wealth Management and Corporate Finance.
Outside of his professional endeavors, Ryan has a vibrant personal life. He is a passionate Dallas Cowboys fan, enthusiastically awaiting the start of each football season. As an avid scuba diver, Ryan finds tranquility and adventure beneath the waves, with Cozumel and St. Croix being among his favorite diving destinations. Ryan shares his life with a white German Shepherd named Ghost, affectionately named after the Game of Thrones character, highlighting his fondness for the series.
Ryan’s contributions to the Merkle Retirement Planning team and his dynamic interests outside work paint the picture of a well-rounded individual committed to making a difference in the lives of the families he works with and in the broader community.