Ryan Brooke
Principal and Financial Advisor
CFP®, ChFC®
“I want to help people design a plan that reflects what’s most important to them.”
Growing up, I was not the saver in the family. My mom will happily tell stories about me trying to get advances on my allowance so I could buy the newest toys or gear, usually from the sports and outdoors section. I loved numbers, though, and that skill led me to start college to pursue engineering before realizing finance was a better fit for me.
I dreamed of working on Wall Street, but a mentor helped me see that a local internship could open doors too. That experience showed me the parts of financial planning that do not get talked about in school, like building relationships, helping people reach their goals, and integrating all aspects of life into a financial plan. It also helped me discover the place I wanted to call my professional home.
Today, my wife and I have built a financial plan that balances securing our future with enjoying life now. We travel, save, and invest in experiences, education, and people. I view life as an investment and love helping my clients do the same, guiding them to make thoughtful decisions so they can live fully while building a strong foundation for the future.
I support my clients by providing financial planning advice and managing their accounts with the goal of enhancing their quality of life. My mission is to promote financial literacy and deliver meaningful financial services for people at every stage of life. I strive to empower individuals to achieve their financial goals while helping them make informed decisions about their money.
When I’m not helping clients map out their financial goals, I’m usually knee-deep in a home project or planning the next backyard upgrade. My wife and I love creating spaces where people can gather, relax, and make memories, especially if it involves our two dogs, Bear and Kimber, and a cozy fire pit. Whether it’s a weekend trip, a new DIY idea, or just a quiet night with the pups, I find joy in the everyday moments that make life feel full.
I actively participate in company-sponsored service days, working alongside colleagues to support local organizations and give back to the community. I previously served on the board of the RayPec Sunrise Optimist Club, where I helped with initiatives focused on nurturing children’s potential and strengthening our communities. I also served on the Medical Missions Foundation Board, supporting efforts to provide medical care to underserved communities around the world.
Certification
CFP® – CERTIFIED FINANCIAL PLANNER® Professional
ChFC® – Chartered Financial Consultant®
Education
Bachelor of Business Administration with Financial Emphasis, summa cum laude – University of Missouri, Kansas City
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