Ryan joined our team in 2019 as a financial advisor. He has helped build our financial planning capabilities by expanding our use of goal based planning tools and is building our retirement education services both for companies and their employees. In addition to working directly with clients, he also has been responsible for managing the due diligence process for our primary investment model portfolios. Ryan obtained the Accredited Asset Management Specialist℠ designation (AAMS®), has an undergraduate degree in Accounting and completed his MBA in 2017.
Ryan is married with two children and outside of the office he plays golf, enjoys all sports and has become an active volunteer in a number of community organizations.