Ryan Weeks

Master’s Candidate in Family and Financial Planning at Oklahoma State | Planning Specialist at Driven Wealth Strategies

Role
Planning Specialist at Driven Wealth Strategies
Location
Wichita, KS, US
LinkedIn followers
500 followers

About Ryan Weeks

I’m a Financial Planning Specialist focused on building the structure and strategy behind…

Experience

  1. Planning Specialist

    Driven Wealth Strategies

    Jun 2025 — Present · Wichita, KS, US

    Designed and maintained advanced financial dashboards within eMoney, enabling advisors to deliver data-driven insights and visually compelling presentations during client meetings- Collaborated directly with financial advisors to tailor planning strategies, ensuring optimal communication of complex financial data and enhancing client engagement and understanding- Utilized Holistiplan to generate efficient tax reports and scenario analyses, supporting informed decision-making and improving the accuracy and effectiveness of comprehensive financial plans.

Education

  • Oklahoma State University

    Master of Science - MS

    2025 — 2028

  • Oklahoma State University

    Bachelor of Science in Business Administration - BSBA

    2021 — 2025

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Ryan Weeks — Planning Specialist at Driven Wealth Strategies in Wichita, KS, US | Unifers