Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Ryan Kruger is the Head of Advisor Services for Wealthminder and has over 9 years of experience in the finance industry.
Ryan is also a Partner and Portfolio Manager for KHP Capital, an independent RIA practice. Since 2007, he has worked with the team to standardize the investment and client service processes, to create the investment models that form the core of the firm's investment offering.
Prior to this, Ryan spent several years as a business consultant with Ernst & Young and with two boutique firms, working with some of the most recognizable organizations in the US. His areas of focus...
Katie Brewer (CRD# 4841855) is an Investment Advisor Representative working at Your Richest Life in Rowlett, TX and has over 12 years of experience in the finance industry. Katie Brewer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Harolyn Smith (CRD# 1440077) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rowlett, TX and has over 30 years of experience in the finance industry.