Strategic Office Manager & Registered Assistant
SUE RYAN is the strategic office manager and licensed assistant of The Financial Guys, LLC and Peak brokerage services, LLC in Williamsville, New York, with branch offices in Rochester NY, Buffalo NY, Nunda NY, and Jupiter FL,. Sue has been instrumental in the build out of Financial Guys, LLC, Independent Solutions Wealth Management LLC, an Investment Advisory firm registered with the Securities Exchange Commission as well as the build out of the RIA firm that advises the Neiman Funds, LLC.
Sue started with the Financial Guys in January of 2002 and quickly made her way from the front desk receptionist to an assistant for a core group of financial planners. As she started to organize and lead a team she quickly went back for advanced training. Sue’s training and education led to her having her Life and Health Licensure, Series 66 and the coveted Series 7 license in 2010.
In charge of a number of different teams that assist the different departments within Financial Guys, these departments have allowed The Financial Guys to be one of the largest Financial organizations in Western New York. Departments that range from Retirement Planning, Social Security Planning, Divorce Planning, College Planning, Estate Planning, Planning for Police, Fire Fighters and much more. The team is in charge of well over a half of a billion dollars in client assets.
After assisting with the organizational departmental hierarchy, Sue led the department heads into advanced strategic training. Implementing and working with a customized system called SmartOffice, the Financial Guys were able to measure and monitor every aspect of a financial office. From client reviews, client phone calls, portfolio changes, client goals, objectives and much more. Following a rollout of SmartOffice, Sue advanced with the team and immediately started the implementation of a system called Docupace. Docupace allowed the Financial Guys team to embrace a revolutionary change of pace for processing new accounts and speed up the workflow for client’s paperwork and needs. This automation allowed the Financial Guys team to operate at the highest of productivity levels, from back office support, to inner office communication to lead generation, Docupace made all this seamless.
Sue’s commitment to technology and organization has made the Financial Guys one of the largest and fastest growing financial firms in Western New York. Her belief that every client matters shows through in her endless dedication and pursuit of excellence. Sue lives in Williamsville with her husband, their three beautiful children, and their beloved American Staffordshire dog, Brindle.