“When the time came to move our employee benefits to a new advisor, choosing Ryan and his team was an easy choice. His knowledge of the industry and proactive approach was already in evidence through the administration of our pension plan. Not only does he provide sound governance advice for the employer as plan administrator, but his individualized attention to each employee who chooses to meet with him fits well with our values as a conscientious employer. More recently, Ryan personally ensured that our migration to a new benefit carrier went smoothly, even when the carrier switched to a new employee interface in the midst of our transition.

Now, after having worked with Ryan and his team for almost 10 years, his commitment to us has not diminished despite the fact that he already has our business. He continues to provide insightful reports on both our pension plan and group benefits program and doesn’t hesitate to initiate communication at key moments.

I have no hesitation in recommending his services to anyone looking for an honest, industrious advisor who keeps the interests of both the employer and employees at heart.”

“After working with Ryan for more than 3 years, I know that he ISN’T one of those people that answers questions with, “I don’t know.” He is very knowledgeable, but always researches any new data or information that may emerge. He is a true professional with his follow-up and thorough communication style. His follow through is an admirable attribute and sincerely appreciated in a world filled with new and ever changing information.”