Ryan Coker

Ryan Coker

Phone: 678-990-6530
Fax: 678-990-6501
E-mail:

H. Ryan Coker, CLU, ChFC, AEP, RFC

Principal, Veracor, LLC
Managing Principal, DeferralShield, LLC

 

With over 38 years of experience in the financial services industry, Ryan is a native of Marietta, GA.  After serving in the U.S. Navy, his career began with ten years of providing life insurance, executive benefits, estate planning, and employee benefit planning.  Then, as First Vice President in Corporate Finance with Wachovia Securities during the 1980’s, he provided investment banking and financial services to various types of businesses. He has since led his own consulting firm, Veracor Consulting, with continued emphasis on executive and employee retirement plans, executive compensation, wealth management, and business owner exit and transition planning. Clients appreciate Ryan’s ability to simplify and align complicated concepts so they can focus on “the big picture.”  Ryan is an Investment Advisor Representative, a General Securities Representative, a General Securities Principal, and is licensed for insurance and securities in most states.

Ryan established DeferralShield, LLC in 2009 to design, implement, and administer his proprietary DeferralShield© Retirement Plans nationally for Executives and Owners of closely held companies and nonprofit organizations seeking lower risk, simplicity, and financial efficiency. 

Veracor remains fiercely independent of any insurance, mutual fund or other institutional ties to offer approriate advice and services to our clients based upon their goals and objectives. Veracor is a member firm of PartnersFinancial, a subsidiary of National Financial Partners (NYSE:NFP).  Through this affiliation of independent advisory firms and the support of over 100 employees in our Austin, TX headquarters, Veracor enjoys preferred access to best in class insurance carrier, 401(k), executive benefit and wealth management resources, and one of the nation’s largest independent broker-dealers*.

 

*Based on total revenue (2009) – Investment News, April 2010

  • Ryan is a member of the following organizations:
  • Society of Financial Service Professionals (SFSP)
  • Association for Advanced Life Underwriting (AALU)
  • Business Enterprise Institute (BEI)
  • National Assocof Insurance & Financial Advisors (NAIFA)
  • Atlanta/National AssocEstate Planning Councils (AEPC/NAEPC)
  • Million Dollar Round Table (MDRT)
  • Int’l Assocof Registered Financial Consultants (IARFC)