Ryan joined CGI in the fall of 2003, after spending 5 years working in investment sales. He graduated from the University of New Hampshire with a Bachelor’s Degree and, in addition to his life & health insurance license, Ryan is also FINRA Series 7, 63, 24 and 65 licensed. Ryan has also attained his Qualified Plan Financial Consultant designation from the American Society of Pension Professionals and Actuaries.

Ryan specializes in the review and implementation of 401(k) and retirement plans, in addition to individual financial planning.

Kim Gray joined CGI in October, 2011, after spending the last 10 years working in the benefits field servicing both benefits clients as well as defined contribution clients.  She provides support in the financial services area and is dedicated to increasing the level of service for our 401(k), 403(b), SIMPLE IRA and Individual Clients.

Matt joined CGI in 2013 after over 3 years of experience in the banking industry with Bellwether Community Credit Union. He graduated from Saint Anselm College with a Bachelor’s Degree in Mathematics and holds FINRA Series 6, 63, and 65 licenses, as well as his life & health insurance license.

Matt provides service and assistance for various retirement products on both the plan and individual levels. He also works with producers and AEs at CGI to provide healthcare underwriting support for large groups. Additionally, Matt provides assistance to individuals and families in the individual healthcare marketplace.