Heather Ryan
Marketing Manager
When you see an email or social media post from Note, it has probably been created by Heather. Joining the Note team in 2024, Heather brings passion, creativity, and strategic insight to all of our Marketing efforts. She also loves to plan a good party. Heather’s always willing to jump in to help and brings her commitment, positivity, and sense of humor to Note every day.
A graduate of Canisius University, Heather has a Bachelor of Arts degree in Communication Studies with a concentration in Advertising and Public Relations and an Integrated Marketing Certification.
Heather enjoys spending time with her husband, Andy, and their two daughters. She loves running, hiking, and cheering on the Buffalo Bills. Heather also enjoys volunteering her time as a Girls on the Run coach.
What’s on Shawn’s Mind:
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How fear and habits can hold retirees back, and how a financial planner can help you spend with confidence. A recently retired client told me they were finally ready to… Continue Reading How Your Mindset Affects Financial Decisions in Retirement
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How have you been living, and what are you investing your “currencies” in? The New Year has a way of inviting reflection. Turning the page to a fresh start makes… Continue Reading A New Year Currency Audit
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Lessons to carry into the new year The start of a new year has a way of inviting reflection. We look back at what worked, what didn’t, and what we… Continue Reading The Best Things I Did for My Business Were the Things I Didn’t Do
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What New York State Business Owners Need to Know New York is taking a major step to expand access to retirement savings, and it has real implications for business owners… Continue Reading New York Secure Choice Is Coming
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Murphy’s Law is the adage that “Anything that can go wrong, will go wrong,” and usually at the worst possible time. There’s a retirement version of this, too: “The day… Continue Reading Why Every Retiree Needs a War Chest
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The Power of Qualified Charitable Distributions When you’ve saved diligently for decades, the last thing you want in retirement is to watch your hard-earned nest egg get eaten away by… Continue Reading How to Take Money Out of Your IRA Completely Income-Tax Free
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