Ryan joined the Heritage Team in June of 2017 and immediately set out to provide education and advice to individuals and organizations who strive to become financially responsible.
Ryan specializes in comprehensive financial planning and asset management for individuals of all ages. He also provides full fiduciary and advisory responsibilities for qualified retirement plans.
Ryan currently holds his Series 7 and 66 Securities Licenses, as well as his Life & Health Insurance License. Additionally, Ryan has completed his coursework for his Certified Financial Planner Designation, and plans to sit for the exam in late 2019.
Ryan graduated with a Bachelor of Business Administration in Financial Planning with a minor in Marketing Management from the University of Akron in Akron, Ohio. During his time in Akron, Ryan was an active member of the Financial Planning Association, and he interned with Heritage Wealth Management during his summers back home.
He currently lives in Downtown Pittsburgh where he enjoys all the city has to offer, with the exception of the traffic! In his free time, Ryan loves watching all Pittsburgh sports teams, especially the Steelers, as well as playing his guitar, and spending time with his friends and family.