Director of Private Wealth
Phone: 800-382-4636 Ext. 206
Ryan received a Bachelor of Science in Economics from Indiana University in 2001 and following graduation began his career with Capitas Financial.
Ryan began his career developing relationships and new business in the life insurance brokerage community in Indiana, Cincinnati and Dayton, OH areas. Throughout his career he has developed the necessary expertise in the wealth transfer and advanced estate planning field to assist financial advisors and their clients. While utilizing proven conceptual ideas and strategies, he has the ability to objectively deliver a multiple carrier platform to advisors and their clients. He is Series 6 and 63 licensed and is presently working to further his education and designations in the life insurance industry.
Ryan’s mission is to provide insurance expertise and reliable information to financial service professionals and their clientele as it relates to the life insurance and estate planning industry.