Team

Coming from humble roots in rural Missouri, Ryan pursued finance in order to gain the knowledge to be financially self-sufficient. After a stint in investment banking, he left the corporate side of the industry to help hardworking...

Accredited Wealth Management Advisor^SM practitioner Kristin Gumina is the firm’s Director of Operations and Trading. Kristin has 15 years of industry experience, 10 of them working with Ryan. Previously she worked in various...

Financial Planner Jordan Lambert has been with the team for four years after three years working as an advisor in the headquarters of a large regional wealth management firm. His volunteer work has consisted of alumni relations for...