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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Valentine’s Day is full of symbols like hearts, roses, and candles. But in relationships, the most meaningful word I think about isn’t a symbol at all. It’s the word we.… Continue Reading The Most Romantic Financial Move: We Agreements
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I recently read a Wall Street Journal article titled, “The Retirement Crisis No One Warns You About: Mattering.” As someone who works closely with individuals navigating the transition into retirement,… Continue Reading The Retirement Risk No One Warns You About
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There was a time when I thought “well-being” meant things were calm, balanced, and mostly under control. As a business owner, I’ve learned that it rarely looks that way in… Continue Reading Life is Good. How I Got Here.
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What You Need to Know Saving for retirement is getting a boost in 2026, especially for older workers. New IRS rules are expanding catch-up contribution opportunities while also introducing important… Continue Reading Catch-up Contribution Changes
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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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