Optimize your health. Build your wealth. Live your best life on and off duty.
What is Health Wealth United?
At FirstLine Financial, we don’t just offer financial services—we share a mission born from experience and heart. Founded by Ryan, a firefighter and principal investment advisor, FirstLine was built with one clear purpose: to help his brothers and sisters in public service succeed in life, long after the sirens fade. Ryan knows firsthand the challenges and sacrifices first responders face, and he’s passionate about providing the financial guidance, discipline, and personalized strategies that every hero deserves. Rooted in trust, service, and family, we’re here to walk alongside you, protecting your financial well-being today and building a legacy for tomorrow—because your future matters just as much as the lives you save.
Taking care of those who take care of us.
At FirstLine Financial, in partnership with Geviti, our mission is to empower first responders with the health and wealth resources they need to secure a brighter, more sustainable future. We are committed to providing holistic support that champions both physical wellness and financial security, recognizing that one cannot thrive without the other. Together, we stand beside those who serve, helping them build a resilient foundation for life beyond duty, so they can enjoy the rewards of their hard work, today and tomorrow.
The 4 Steps to Health & Wealth Alignment
ASSESS
DISCOVER
OPTIMIZE
SUSTAIN
Complete the Fit for Duty, Ready for Life questionnaire, which will give us (and you) a baseline of where you stand and what you’re aiming for in both your health and wealth journey.
Sit down with the advisor and review your questionnaire results and determine if our program is the right fit for you.
Your journey starts here—with a dedicated health coach to guide you toward a more optimized life and a wealth advisor to help you build and protect your legacy every step of the way.
Stay on track with regular check-ins, expert guidance, and personalized support, including monthly insights, resources, and tools for lasting success in your health and wealth journey.