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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

* These services offered by Edward J Ryan Jr. through his affiliation with HD Vest

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Ed Ryan began his career at the property and casualty insurance company of Investors Insurance Group in 1979. He achieved the position of Vice President/Controller responsible for managing all of the company’s accounting...

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Rob Wilkes, CFP®

Financial Services Manager

201-939-6744

201-804-2722

Cathie M. Byrne

Client Services Manager

201-939-6744

201-804-2722

Eddie Ryan

Client Accounts Manager

201-939-6744

201-804-2722

Linda Tabachuk

SR. Tax Associate

201-939-6744

201-804-2722

Anna Slodkowska

Accounting Associate

201-939-6744

201-804-2722

Linda Culvert

Client Services Support

201-939-6744

201-804-2722

Trixy Franz

Administrative Assistant

201-939-6744

201-804-2722

Matthew Ryan

Client Services Support

201-939-6744

201-804-2722