Advanced Markets Director
Ryan started in the financial services industry in 2009 and continues to work with the same firm which started as MetLife and transitioned over to MassMutual, Coastal Wealth. He began working with a producer group of 12 advisers building his own practice and assisting senior advisers with case design and competitive analysis on insurance products. Over the years, Ryan has helped career agents and brokers in a support role with comprehensive planning solutions, advanced estate planning and premium finance cases. He specializes in creating opportunities out of current cases and aiding the advisor in solutions and presentations that make it easy for the client to understand difficult concepts.
Ryan graduated from Wake Forest University in Winston-Salem, North Carolina, where he also played college soccer. Ryan was drafted in the MLS and played 3 years of professional soccer before beginning his career in the Financial Services industry.
Where Ryan can be incredibly helpful is in competitive analysis, advanced case design where you’re using whole life as an asset class, estate planning concepts, business owner insurance like 162 bonus plans and executive non-qualified deferred comp, and premium financing.