Retirement Planning Strategist
As a Retirement Planning Strategist, Ryan plays a key role in creating and updating retirement plans for the families and individuals we serve. He has been instrumental in streamlining internal processes and works closely with our Retirement Planners to ensure they have the information and support needed to navigate even the most complex planning scenarios. Ryan serves as a primary point of contact for questions and in-depth case discussions, helping to keep the retirement planning experience smooth, efficient, and well-coordinated.
Ryan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Financial Consultant® (ChFC®), designations that reflect his commitment to integrity and education. He has successfully completed the Series 65 Uniform Investment Adviser Law Examination and is registered as an Investment Adviser Representative. Ryan also holds licenses for life, health, and accident insurance in Iowa.
A proud graduate of the University of Iowa, Ryan earned his degree in Finance with a focus on Wealth Management and Corporate Finance, an academic foundation that continues to support his thoughtful, analytical approach to retirement planning.
Outside of work, Ryan is an avid Dallas Cowboys fan, counting down to kickoff each season. As an experienced scuba diver, he loves exploring underwater worlds, especially in Cozumel and St. Croix, two of his favorite destinations. Ryan also shares his home with his white German Shepherd, Ghost, named after his favorite Game of Thrones character.