Hey! I'm Ryan.

I'm a Kansas City native and U.S Marine Corps veteran. Outside the office, I enjoy spending time with family and friends, exploring craft breweries and BBQ restaurants, golfing, cycling, traveling and befriending every dog I come across.

I love serving people on their home stretch to retirement. What's that?

Have you ever been in or watched a foot race? As the runners turn the last corner and start their final sprint, the intensity ratchets up. This part of the race is known as the home stretch. During this critical stage, the last thing a runner wants to do is stumble with the finish line in sight.

There are things to consider doing in the decade or so before you retire.

My purpose is to help you identify potential hurdles as well as strategies for success, so you feel better prepared as you sprint through your home stretch to retirement.

Here's 10 ways I help my clients:
1. Determine when the time is right
2. Determine how much they need
3. Determine how much they should take
4. Ensure their portfolio is in good health
5. Create a social security strategy
6. Build a retirement income stream
7. Look beyond the money
8. Find a trusted estate planning attorney or tax professional
9. Simplify things and get organized
10. Add more time back in their lives

My process is simple and consultative. I evaluate your case and recommend a comprehensive strategy for your specific circumstances to protect your family, your legacy and help you reach your financial goals.

I have successfully completed the Chartered Retirement Planning Counselor, or CRPC®, designation, which focuses on the pre/post-retirement needs of individuals, including principles of retirement planning, sources of retirement income, employer-sponsored plans, deferred compensation plans, plan distributions, investment strategies during retirement and planning for incapacity, disability and long-term care.

I'd love to chat over a cup of coffee or Zoom.

My Personal Interests

  • Golfing
  • Cycling
  • Volleyball
  • Football
  • Outdoor Enthusiast

Office Information

Office Address

10975 Benson Dr Suite 500 Overland Park, KS 66210
Request an Appointment

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