Ryan Helder

Innovation & IT Specialist @ Steward Wealth Strategies

I serve as the Innovation & IT Specialist for a wealth management team overseeing $1B+ in client assets, where I bridge the gap between the people delivering financial advice and the technology they use to do it. I support the mission of our wealth managers and service teams by diving into the details to solve the most important operational problems they face. I’m able to leverage my unique experience and credentials to understand their needs and provide a tailored solution. As the firm’s subject matter expert in information technology, I manage everything from network design and cybersecurity to wealth-tech SaaS application administration and optimization. My background includes advanced Microsoft cloud systems administration such as Office 365, SharePoint, Power Platform, Entra ID, Exchange Online, Teams, Power BI, and Intune. I’ve also been entrusted in the orchestration of our use of industry specific tools such as RightCapital, Holistiplan, and Wealthbox, ensuring they all work together to support our clients. Working with these tools enables me to drive integration, automation, and operational excellence across the business, ultimately delivering a better outcome and superior experience to our clients - because without them, none if this matters.