Ryan Lindsay
About Ryan Lindsay
Ryan Lindsay is a Paraplanner at Creative Planning in Overland Park, Kansas, where he has worked since 2021. He has a background in finance and has held various roles in financial planning and support across several companies.
Work at Creative Planning
Ryan Lindsay has been employed at Creative Planning as a Paraplanner since 2021. In this role, he is responsible for supporting financial planners by preparing financial plans, conducting research, and assisting with client communications. His position is based in Overland Park, Kansas, where he has contributed to the firm's financial planning services for three years.
Previous Experience in Financial Planning
Before joining Creative Planning, Ryan Lindsay gained experience in the financial sector through various roles. He worked as a Financial Planning Intern at WestPoint Wealth Management, LLC for three months in 2016. Additionally, he held multiple positions at Willis Towers Watson, including Pension Analyst and Pension Specialist, where he focused on pension-related financial analysis and support.
Education and Expertise
Ryan Lindsay earned a Bachelor of Arts in Finance from Benedictine College, where he studied from 2013 to 2017. He furthered his education at Kenrick Glennon Seminary, studying Philosophy and Religious Studies from 2017 to 2019. This educational background provides him with a solid foundation in both finance and philosophical principles.
Technical Support Experience
In 2021, Ryan Lindsay briefly worked as a Technical Support Supervisor at Willis Towers Watson for two months. In this capacity, he provided technical assistance and support to clients and colleagues, enhancing his skills in customer service and technical problem-solving.