Client Servicing Specialist
Ryan joined the Merkle Retirement Planning team as a Client Servicing Specialist in September of 2021. He says the best part of the job is seeing how all the different pieces of a retirement plan fit together. He enjoys being a part of the team that helps fit those pieces together. Ryan works with various custodians on behalf of the families and individuals we work with to answer any questions you may have, provide necessary information and forms to ensure a smooth transition as you move to and through retirement.
Ryan has passed the Series 65 securities exam. He has his life, health, and accident Iowa insurance licenses.
He is a University of Iowa graduate. Ryan majored in Finance with a focus on Wealth Management and Corporate Finance. He grew up in Waukee.
Ryan is a Dallas Cowboys fan and an avid scuba diver. His favorite spots for diving are Cozumel and St. Croix. He also has a white German Shephard named Ghost after the Game of Thrones character.