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FINANCIAL ADVISOR

Ryne M Otis

ChFC®, CAP®, RICP®, ABFP™, CLU®, AAMS™, ADPA™, CRPC™, CRPS™, CSRIC®
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Certifications

  • ChFC®

    Chartered Financial Consultant®
  • CAP®

    Chartered Advisor in Philanthropy®
  • RICP®

    Retirement Income Certified Professional®
  • ABFP™

    Accredited Behavioral Finance Professional™
  • CLU®

    Chartered Life Underwriter®
  • AAMS™

    Accredited Asset Management Specialist™
  • ADPA™

    Accredited Domestic Partnership Advisor™
  • CRPC™

    Chartered Retirement Planning Counselor™
  • CRPS™

    Chartered Retirement Plans Specialist™
  • CSRIC®

    Chartered SRI Counselor™

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Traveling
  • Coaching Sports
  • Golfing

Team Members

  • Sabrina Wilds
    Associate Financial Advisor
  • Emily Shafer
    Branch Office Administrator
  • Karen Turner
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 05:00PM
Tue 07:00AM - 05:00PM
Wed 07:00AM - 05:00PM
Thu 07:00AM - 05:00PM
Fri 07:00AM - 04:00PM
Sat Closed
Sun Closed

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