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.
If you would like to meet with Ryan to discuss your financial needs or want to help us congratulate him on his new position, feel free to reach out to him at [email protected].
