Ryan W. Brooke

Ryan Casual Small

What I Stand For:

I support our clients by delivering financial planning advice and managing client accounts to help enhance their quality of life. My mission is to help promote and improve financial literacy and services for people in all stages of life. I hope to empower individuals to achieve their financial goals.

Outside of Work, You’ll Find Me:

Outside of work, you can normally find me outdoors. I’m always happy to be casting a line while fishing, pitching a tent on a camping trip, or hitting the trails on my bike, but have just as much enjoyment on a walk with my wife and our dogs.

Favorite Quote:

In three words I can sum up everything I’ve learned about life: it goes on. – Robert Frost

Education and Certifications:

  • CFP® – Certified Financial Planning Professional
  • ChFC® – Chartered Financial Consultant®
  • Bachelor of Business Administration with Financial Emphasis, summa cum laude – University of Missouri, Kansas City

In the Community:

Ryan actively participates in company-sponsored service days, where he collaborates with colleagues to support local organizations in their altruistic endeavors. As a former board member of the RayPec Sunrise Optimist Club, Ryan contributed to initiatives aimed at nurturing the potential of children and fostering stronger communities. Additionally, he served as a dedicated member of the Medical Missions Foundation Board, extending medical care to underserved communities worldwide.

In the Media:

Ryan’s commitment to excellence has been recognized by KC Magazine, naming him a “Five Star Wealth Professional” in 2020, 2021, and 2023-2024