With more than a decade of experience in financial planning and investment management, Ryan has been helping corporate executives, entrepreneurs, and retirees pursue their goals and simplify their financial lives.
Ryan is also a member of the Raymond James Retirement Plan Advisory Council (RPAC), providing fiduciary consulting services to corporate retirement plans.
Prior to Raymond James, Ryan spent 11 years at other well-recognized firms such as Morgan Stanley, Fidelity Investments, and Wells Fargo Advisors. He received an MBA from University of Utah and obtained the Certified Financial Planner designation, passing six qualifying exams and a comprehensive two-day final exam which covered investments, retirement planning, insurance, income tax, estate planning, and ethics.
Ryan was raised in Gainesville, Florida, but left the warm weather to attend Brigham Young University. At BYU, Ryan was on the Student Advisory Council and performed in the BYU Ballroom Dance Company where he would meet his wife, Ana Maria. They reside in the Daybreak community in South Jordan, Utah with their four kids, Beckham, Melia, Annalise, and Elliott. Ryan will always say yes to snowboarding, golf, or a pick-up game of any sport.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.