May 2023 SRC Dine & Develop

When:
May 17, 2023 @ 12:00 pm – 1:00 pm
2023-05-17T12:00:00-06:00
2023-05-17T13:00:00-06:00
Where:
Melody Living
7600 Sandy Rock Point
Colorado Springs
CO 80924
Cost:
Free

Join us at Melody Living where we will hear from Ryan Holzwarth from Stifel Financial.  Ryan will talk about the importance of having a wealth planning strategy, overcoming financial roadblocks in retirement, and addressing the fear of outliving your money.

Register today!

Ryan Holzwarth | Financial Advisor

Ryan grew up outside of Flint, Michigan, and graduated from Central Michigan University with a Bachelor of Science in Business Administration.  His investment industry career began in 2013.  He has Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

Having joined Stifel in 2021, Ryan is committed to developing long-lasting relationships built on trust and integrity.  His mission is to create personalized wealth management and investment plans based on my clients’ finances, lifestyle, risk tolerance, time horizon, and more to help them pursue their short- and long-term financial goals.

Ryan lives in Colorado Springs with his three-year-old son, Grayson, and my dog, Dex.  “It’s safe to say that we have embraced the mountain life and all that the community has to offer.  Outside of the office, I enjoy volunteering at local resource groups and offering my financial skillset and knowledge whenever I have the opportunity.”