Get to know the safe investing expert

Get to know Ryan Cicchelli.

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Ryan Cicchelli updated photo

Ryan Cicchelli Founder

For nearly 15 years, Ryan has been working with clients whose needs range from early-age retirement planning to late-retirement recovery planning. His exposure to diverse financial scenarios has helped him build experience in working through the challenges, considerations and unknowns surrounding a client’s personal and unique financial situation.

Ryan focuses on helping clients work toward their retirement dreams through a well-thought-out financial strategy. During his career in the financial services industry, he has gained experience in helping people prepare not only to live — but also to thrive — in their retirement through the use of safety-minded financial options and diligent customer service.

Ryan has been featured for his work and financial insight in several finance publications, including MSN Money, Forbes, Yahoo Finance and more. Ryan travels around the country giving training presentations and holding speaking engagements on annuity sales and ethical practices. He and his team are excited to work with you on any and all insurance and financial-related needs. Our staff is committed to providing you with a personalized, friendly approach, and Ryan believes in open communication — so ask him anything. He’s ready to talk.

Roisin O’Brien

Senior Advisor

Evan MacGuffie

Head of Operations

Jacey Brooks

Head of Client Relations

Jordan Shepler


Joseph Boulter

Head of Public Relations

Ready to Take the Next Step?

For more information about any of our products and services, schedule a meeting today.

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