We were pretty sure we’d found a good match for strengthening our SageBroadview team when we were interviewing Ryan Van Keuren, and we asked him about his ideal career as a financial professional.
“I want it to be personal as well as numeric,” he said. “Not making cold calls and meeting sales quotas in the back room of some big-name firm. I want to really help people.”
Add in his academic credentials, hands-on experience, financial organization leadership, and desire to live in the happening town of Morristown … and we knew we’d found a great fit for us and our clients. On September 6th, we welcomed Ryan as our new associate adviser.
With his solid background and can-do spirit, Ryan is already busy assisting us with the array of financial planning support services that are essential to our personalized client care. If you’re in the neighborhood, feel free to stop by and meet him in person. In the meantime, here are some of Ryan’s stats. You can also check out his bio on our website.
Academics – Ryan graduated from Kutztown University of Pennsylvania in May 2016 with a bachelor’s degree in finance, minor in economics. Next up, he is enrolling in Fairleigh Dickinson University’s Certificate in Financial Planning program, to pursue his CFP® certification.
Professional – While completing his degree, he completed several internships – one at a healthcare group and two at financial advisor firms – gaining real-life experience assisting with planning software, portfolio management and related client care.
Community – Ryan was a member of Kutztown University’s on-campus Financial Planning Association, and served a one-year term as its treasurer.
Personal – A New York Giants fan as well as an avid fisherman, Ryan loves Morristown’s centralized location. During his free time, he likes being able to travel with equal ease to MetLife Stadium, the nearest fishing hole and his hometown of Hillsborough.
Please join us in welcoming Ryan to the SageBroadview team!
SAGE Serendipity: The elections are coming up and it’s a perfect time to reflect with a good book on American History. The Week had historian and two-time Pulitzer Prize winning author, Alan Taylor, curate a short but interesting list of reads. 6 captivating books about early America, is sure to have a book to get you through to November!