Date/Time
Date(s) - 07/13/2023
11:45 am - 1:00 pm
Location
Cache County Events Center
Categories
July 13, 2023
Cache County Event Center
11:45 am-1:00 pm
Medicare and Social Security: Dan Jessop – Jessop Insurance & Retirement Services
Ryan Bohm – Andina Advisors
Dan Jessop: Dan was born & raised in Smithfield, UT. And currently lives in Smithfield.
Dan has a bachelor’s degree in business management and has 25+ years of experience working in various management positions for companies such as: Bourns, Icon, Barco Medica, and Inovar
Dan has been in the insurance business for the last 14 years. He started his own business in 2014 and is the owner and founder of Jessop Insurance and Retirement Services, Inc.. He specializes in Medicare and loves his job because of the people that he meets, friendships he makes, and to him it feels more like a service than a job. He really enjoys helping people through the complex maze of Medicare and simplifying the whole process for them.
He is married to his high school sweetheart, has 5 children and 11 grandchildren. His wife and oldest daughter are also licensed in Medicare and work with him.
Dan loves the outdoors. Some of his favorite things to do include water & snow skiing, hiking, camping, golf, pickleball, 4-wheeling, traveling and spending time with his wife and family.
Ryan Bohm: As Managing Partner at Andina Advisors, Ryan is guided daily by his core values of family, integrity, and striving to improve. Ryan’s expertise is in providing clients with comprehensive financial planning by understanding each client’s core convictions and goals and helping them achieve a financially healthy life.
Since entering the financial services industry in 2008, Ryan has been instrumental in growing and building two regional advisory firms. From 2010 to 2013, he was responsible for approximately 40 financial professionals throughout the intermountain west. He went on to become the Director of Business Development at his next firm and led the company from 100 million to approximately 300 million assets under management in under seven years. Ryan founded Core Capital Wealth Management in January 2020 and built a successful advisory firm in northern Utah with his business partner Tanner Dance. Ryan was approached by Andina Family Offices in 2021, and beginning the second quarter of 2022, the two firms merged, and Andina Advisors was born.
Ryan is a Certified Financial Planner™, Certified Private Wealth Advisor®, and Certified Exit Planning Advisor®, three designations that demonstrate his depth and breadth of training in the financial planning industry. His completion of the CPWA® program through the Yale School of Management made him one of only 8 certificates in the state of Utah.
Ryan and his wife Jeanna have four children. They spend their evenings and weekends racing from one sporting event to another with their busy family. As a former football player at Utah State University, there is nothing but Aggie Blue running through his veins. Ryan also enjoys playing golf or dropping a dry fly on one of the local streams.
Bookings
Bookings are closed for this event.