Rick Bryan, Cfp® Email & Phone Number

Greater Seattle Area

Greater Seattle Area

Mr. Bryan, CERTIFIED FINANCIAL PLANNER™, plays a key role in Conlon Dart's investment research and portfolio monitoring effort, and also helps design financial planning strategies for our clients. Mr. Bryan joined Conlon Dart in 2006 after nine years in the pension consulting and administration field, working with corporate clients across the Puget Sound region. Mr. Bryan served nine years on the Board of Directors of the Financial Planning Association of Puget Sound. He holds a BA in Business Administration – Finance Concentration, from Western Washington University. In his free time, you'll find him sailing the waters of Puget Sound, hanging out at Shilshole Bay Marina, and being walked by his Australian Terriers. He lives in the Alki neighborhood of Seattle with his partner.

Seattle

Puget Sound, Washington State

FPA of Puget Sound Leadership: Recruit new committee members, recruit new Board leadership, chapter strategic and tactical planning, macro event oversight, chapter administrator oversight, and develop, implement, and drive new Board procedures.

Assist the director in preparing an annual operating budget for board approval; Assist committees with budget responsibilities; Present up-to-date financial statements at each board meeting; Report periodically on relevant trends and applicable budget analysis to board members to help ensure budget compliance; Work with staff to ensure sufficient internal controls and separation of duties are in place; Maintain proper accounting policies and procedures; Supervise receipt and disbursement of Chapter funds; Maintain a system to ensure that all authorized invoices are paid timely; Work with director to file Chapter tax return and any other required forms with the IRS; Coordinate with the director as needed, whose duties in part include collecting funds and registration fees and properly safeguarding those funds; Coordinate with the staff as needed, whose duties in part include: Make deposits and cut checks, Data entry, Create financial reports, Reconciliation to bank and credit card accounts.

Develops and plans the programs to be presented at chapter meetings. Obtains the speakers for chapter meetings as well as special functions. Speaker's Topic need to be timely and relevant. Must balance need to provide CE with valuable educational content that may not provide CE. Submit Speaker, Topic and Bio to the Executive Director at least 2 months before speaking engagement. This committee will meet quarterly and develop a Strategic plan for accomplishing the goals of the Program Committee.

Qualified plan consulting, administration & trust accounting, and daily valuation conversions and administration.

B.A., Business, Finance

Professional, Financial Planning