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...
Teri Sundberg (CRD# 4183424) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wylie, TX and has over 11 years of experience in the finance industry.