Ryan joined the firm in 2023 as a Financial Services Assistant. He works out of our Coldwater office and is part of the financial services team. He performs the following tasks:
- Customer service to the Financial Services clients
- Preparation of applications for new and existing Financial Services clients
- Customer service for life insurance, long term care, and disability insurance clients
- Preparation of individual income tax returns
Ryan graduated from Marion Local High School and Bowling Green State University. He graduated with a Bachelor’s Degree in Business Administration with a specialization in Accounting. He participates in professional development seminars and continuing education courses to ensure the highest level of service and expertise for our clients. He resides in Maria Stein with his wife Olivia.
“I enjoy being able to learn from and work with everyone at the firm to ensure that we create the best financial solutions for every client.”