With over 18 years of experience in the financial services industry, Ryan acts as portfolio manager for our team, overseeing our clients’ investment strategies and asset allocation. He finds great fulfillment in utilizing his knowledge to distill complex information into sound guidance, and enjoys keeping up with the ever-changing market on our clients’ behalf so they can move toward the future with financial confidence. As an Accredited Asset Management SpecialistSM, Ryan has completed coursework encompassing investments, insurance, tax, retirement and estate planning issues.
Ryan joined our team in 1999 as an intern at A.G. Edwards, later becoming a financial advisor trainee while at Morgan Stanley. In 2005, Ryan became a partner while at Merrill Lynch and joined Raymond James alongside our team in 2017. He earned a bachelor’s degree in finance from Missouri State University.
Ryan has served on several of his community’s charity boards and committees and attends church locally with his family. In his spare time, he enjoys reading, listening to podcasts and exploring the world with his family. He and his wife, Lacy, live in Nixa with their children, Courtney, Caiden, Grace and Cameron.