Client Service Associate
Ryan graduated from Butler University in 2022 with a Bachelor of Science in Finance with an emphasis in Risk Management. Ryan’s current role as Client Service Associate is to assist both the clients and the firm daily to help improve efficiency. After completing licensing exams this year, Ryan will begin to collaborate in all aspects of the firm especially on the Risk Management and Insurance side of the firm.
Ryan stated, “I am extremely excited to join the firm and add value to our current and future clients for years to come.”
Ryan has his license in Health and Life Insurance while working to obtain his future investment qualifications.