A Certified Exit Planning Advisor, Ryan enjoys helping business owners and individuals maximize intergenerational wealth while helping them maintain the lifestyle they envisioned throughout their working years. With more than 20 years of industry experience, he strives to help each client understand all aspects of their estate and succession planning needs.
Genuine and honest, Ryan loves working with people and helping them understand the financial landscape. He creates overall financial plans and ensures coordination among clients’ other professionals, in addition to selecting and managing investments as senior portfolio manager.
Beginning his financial advisor career with Morgan Stanley in 2001, Ryan moved to McDonald Investments in 2003, where he partnered with Alex, and ultimately joined Raymond James with the Catamount Financial Advisors team in 2015.
A native of New England, Ryan was born and raised in Maine, graduated from Ithaca College and studied in Vienna, Austria. He is now settled in Williston, Vermont and enjoys spending time with his three children. Ryan is an avid outdoorsman, whether skiing in the winter or golfing, mountain biking or hiking in the summer.
A core value of Catamount Financial Advisors: Live every day, all day.