Client Service Associate
Ryan is beginning his career at KDI Wealth Management as a Client Service Associate to help us serve our clients’ administrative needs. Ryan plans to transition to a service advisory role in the coming year upon the completion of the necessary FINRA registrations. Ryan has shown his commitment to this plan by already completing and passing the SIE® (Securities Industry Essentials) exam. This future role will add another layer of depth to the more advanced aspects of assisting Kevin with our clients’ financial needs and goals.
Ryan comes from a strong client service background through his roles as Assistant Branch Manager from Desert Financial Credit Union and Food and Beverage Manager at the Chaparral Pines Golf Club. This experience in client service is consistent with the high level of client service we expect to provide our clients and community. “The most important things in my professional life are to always maintain a strong, honest work ethic, treat people with love and respect, be a continual learner, grow and have fun,” says Ryan.
Ryan and his wife, Rachel have been married for 5 years and have two children ages 4 and 2. Ryan was born and raised in Payson. After high school, Ryan followed his love of cooking by attending culinary school. He loves music and plays drums in the band for his church. Most importantly, Ryan loves spending precious time with his beautiful family and tries to never take that time for granted.