Ryan Casual Small

What I Stand For:
I support our clients by delivering financial planning advice and managing client accounts in order to help clients get the best out of life. My mission is to help improve financial literacy and services for people in all stages of life.

Outside of Work, You'll Find Me:
Outside of work, you can normally find me outdoors. I enjoy fishing, camping, biking and other outdoor activities.

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®
Series 65
Bachelor of Business Administration with Financial Emphasis, summa cum laude – University of Missouri, Kansas City

In the Community:
I enjoy volunteering for our company-sponsored service days, where we work as a team to help local organizations serve others. I am a former board member of the RayPec Sunrise Optimist Club, a volunteer organization that works to make the future brighter by bringing out the best in children, our communities and in our members. I also served as a member of the Medical Missions Foundation Board, an organization providing surgical and medical care in underserved communities throughout the world. Ryan was named a "Five Star Wealth Professional" by KC Magazine in 2020, 2021 and 2023.

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