Reid Ruark, CFP®

Originally from North Carolina, Reid has nearly five years of experience in the financial services industry and a passion for helping individuals and families make confident financial decisions. He has passed the SIE, Series 7, and Series 66 exams and is a CFP® Professional, reflecting his commitment to providing comprehensive and personalized financial guidance. Reid played collegiate soccer at Messiah University, where he developed a team-first mindset that continues to shape his approach with clients today. He enjoys staying active through golf and pickleball, and recently welcomed his newborn son with his wife, a milestone that has further deepened his appreciation for thoughtful, long-term financial planning.