We are pleased to announce the promotion of Ryan Brooke to Principal of the firm. Ryan joined our group through our Internship Program and used that time to evidence his commitment, knowledge and desire to help families find financial freedom. He has continually grown those efforts throughout his years with our firm, and we are delighted to have him as part of our Executive Team. We believe his new role as Principal will enhance our firm’s continued commitment to our clients’ success.
Ryan supports our clients by delivering financial planning advice and managing client accounts in order to help clients get the best out of life. His mission is to help improve financial literacy and services for people in all stages of life.
As a CERTIFIED FINANCIAL PLANNER™ professional, Ryan is held to one of the industry’s highest standards. From the CFP® description, “Most people think all financial planners are “certified,” but this isn’t true. Anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care when providing financial planning services, a CFP® professional is required to act in your best interest.”
Ryan enjoys volunteering for our company-sponsored service days, where we work as a team to help local organizations serve others. He is a board member of the RayPec Sunrise Optimist Club, a volunteer organization that works to make the future brighter by bringing out the best in children, communities and members. He also serves as a member of the Medical Missions Foundation Board, an organization providing surgical and medical care in underserved communities throughout the world. Outside of work, you can find Ryan outdoors. He enjoys fishing, camping, biking and other outdoor activities.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this content, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for you or your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from Searcy Financial Services, Inc.
The content of this letter does not constitute a tax or legal opinion. Always consult with a competent professional service provider for advice on tax or legal matters specific to your situation. To the extent that a reader has any questions regarding the applicability of any specific issue discussed in this content, he/she is encouraged to consult with the professional advisor of his/her choosing.
Published for the blog on April 29, 2019 by Searcy Financial Services, your Overland Park, Kansas Fee-Only Financial Planner and Investment Manager.