Extensive knowledge, education, experience, and the determination to obtain high achievements are some of the qualities Ryan brings to the firm as a Certified Financial Planner® professional at OakCrest Capital.* Ryan graduated from Indiana University with a Bachelor of Science degree. As a Chartered Financial Consultant® (ChFC®), Ryan currently holds FINRA Series 6, 7, 63, and 66 licenses, as well as the Chartered Life Underwriter (CLU®) designation. His elite designations and achievements are from his dedication and hard work to achieve high standards.
Ryan has been recognized as a guest speaker at seminars held by the American Medical Association, as well as medical, dental, optometry, and law schools, where he educates students on post-graduation financial decisions.
Ryan is a member of the Cambridge New Century Council, a select group of independent advisors who help shape the direction that Cambridge will take in the future.
In his free time, Ryan enjoys spending time with his family, golfing, traveling, sports entertainment, and giving back to the Chicago community. Ryan is actively involved with the Indiana University Alumni Association.
Check the background of this investment professional on FINRA’s BrokerCheck.
*Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC | Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor | Cambridge, Oakcrest Capital and Retirement Plan Advisors, LLC, are not affiliated.