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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Five Areas Every Plan Sponsor Should Review Offering a 401(k) plan is one of the most valuable benefits a business can provide. It can help attract and retain employees, improve retirement readiness, and create tax advantages for both the company and its workforce. But sponsoring a retirement plan also comes with responsibilities. Many business owners…
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Discover how 529 plans can help support future education costs through tax-advantaged savings, strategic gifting, and long-term planning. In my first month at Note Advisors, I’ve noticed a wonderful trend: many grandparents are incredibly eager to make a lasting impact on their grandchildren’s education. Recently, someone asked whether they could contribute appreciated stock directly to…
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Helping People Remember What Wealth Really Means Five years ago, I joined Note Advisors because of a shared belief: that financial planning is about more than numbers, and that understanding a person’s relationship with money is just as important as understanding their finances. At the time, wealth coaching was still unfamiliar to many people. Financial…
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Insights From a Recent Kitces Webinar I recently attended an informative webinar through Kitces.com covering the newly introduced Section 530A “Trump Accounts,” and I wanted to share some key insights because there have already been a lot of questions surrounding who can open these accounts, how they work, and whether they may create planning opportunities…
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There’s a shift happening in the way families think about wealth. For previous generations, estate planning often meant one thing: deciding what happens to your money after you’re gone. Conversations about wealth were private. Children didn’t know much about the finances, and many families simply planned to “figure it out later.” But today, more families…
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I’ve had the good fortune to serve on several boards over the years. Each one came with its own rhythm and its own built-in ending. Three-year terms. Sometimes three in a row if you were lucky. And then, just like that, your time was up. In my twenties and thirties, I never gave much thought…
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