Windward Private Wealth Management

Windward Private Wealth Management

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    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Darrell R. Tierney
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Caitlin M. Ryser

Home » Who We Are » About the Firm » Caitlin M. Ryser

Client Service Specialist II

Caitlin M. Kimminau

About Caitlin

As a Client Service Specialist for Windward Private Wealth Management, Caitlin works closely with Windward’s fund custodian, TD Ameritrade, to establish new client accounts and setup distributions and withdrawals. She helps manage the firm’s back office systems and assists with bookkeeping, income tax preparation and administrative tasks.

Caitlin graduated with her bachelor’s degree in business in 2017 from Missouri State University.  Caitlin lives in Adrian, MO.  Outside of the office, she enjoys spending time with her family, playing with her dogs Murphy and Carly, and traveling.

Education and Certifications

  • B.S., Business from Missouri State University

Contact Caitlin

cryser@windwardfp.com
913.601.3104

Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Hours of Operation:
8:30 am - 5:00 pm M-Th
8:30 am - 3:00 pm Fr
KANSAS CITY LOCATION
851 NW 45th St., Suite 106 Kansas City, MO 64116
Hours of Operation:
By appointment only
913-381-7411

 

Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
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Our new KC North office address is 851 NW 45th St., Suite 106, Kansas City, MO 64116