Ryan O'Neill
Financial Representative
Ryan believes in a holistic & comprehensive approach to financial planning. There are five main components including estate planning, tax planning, risk management, income planning, and investment planning. He enjoys helping clients with cash flow analysis in their earning years to prepare for retirement. Ryan has a background in computer science so he is excited to see where technology will take the world of financial planning.
He brings a strong business background to clients. Ryan previously worked in sales at a manufacturing company for 3 years while obtaining his MBA.
Ryan resides in Spencerville, with his German Shepard. Outside of work, He enjoys hiking, lifting, and cooking.