As featured in
|
Ryan began his financial services career working at a well-respected Fortune 500 firm. This foundation provided invaluable training, exposure to world-renowned thought leaders, and the opportunity to learn multiple disciplines of investment management, financial planning, and insurance strategies.
Over the past decade, he earned several distinguished awards including Million Dollar Round Table and Top 100 Global Leaders in Finance. Ryan has served as a board member for the National Association of Insurance & Finance and has recently been featured in national newswire publications such as ABC News and NBC News. In 2019, Ryan founded BrightGuide Financial - a privately owned, independent wealth management firm offering comprehensive financial planning and investment management services. BrightGuide Financial leverages a hand selected network of institutional money managers, subject matter experts and best-in-class technology solutions. Ryan’s vision is to disrupt the status quo with an emphasis on client education, proactive communication, and white glove service. Ryan is a co-founder of a local non-profit called H3 Phoenix, where they support local non-profit organizations with fundraising efforts. He lives in Gilbert, AZ with his wife and three children and enjoys golfing, exercising, teaching, and exploring the valley’s best restaurants. |
|
Patty Loynd | Director of Administration
Patty brings 25 years of management experience. She serves as head of administration, overseeing all new account openings, transfers, money movement transactions, client service requests, and insurance operations.
|
|
Morgan Ballew | Custodial Support
Morgan serves as our personal liaison, working hand in glove with our three custodial partners - TD Ameritrade, Charles Schwab, and Fidelity. Morgan is our administrative compliance checkpoint, ensuring all forms and documents are complete and accurate prior to custodial submission.
|
|
Ben Avis | Investment Operations
As head of investment operations, Ben fulfills a critical role. He brings over two decades of experience in trade desk execution and reporting, account billing, and managing back-end technology support.
|
|
JP Rankin | Chief Compliance Officer
JP oversees all compliance protocols. His background as an attorney and his experience working with federal and state regulators provide our firm with expert guidance in adhering to state and federal laws and regulations.
|
|
Marc Rogers | Business Development
Marc has spent over 15 years in financial services, studying under some of the industry's foremost thought leaders and working with hundreds of independent advisors. Marc is a renowned national speaker and a regular guest on news syndications and podcasts. Marc has partnered with our firm to help deliver extraordinary live educational events and has helped establish multi-channel branding strategies.
|
|
Hanna Cloud | Events Coordinator
Hanna recently graduated from Arizona State University with a B.S. in Communications. Hanna works directly with leadership to coordinate and execute our live events. She also recently passed the AZ Life & Health Insurance exam.
|
BRIGHTGUIDE FINANCIAL |
|