Ryan’s previous extensive experience in the hospitality industry compliments Raymond James’ primary precept of ‘providing the highest level of service with integrity’. With a focus on building portfolios designed with the end goals of client financial plans in mind, Ryan keeps communication lines open in order to gain client understanding and buy-in to all investment decisions.
Having achieved the CFP® designation, Ryan also focuses on the other key aspects of financial planning, estate planning, tax planning, and risk analysis. Attention to these integral components of the financial planning process help the client understand his/her planning decisions from all angles, empowering clients to feel confident in making informed decisions. Ryan is also a licensed registered representative having passed his Series 7, Series 66, and Ohio State Life and Health Insurance examinations. He has also achieved the Accredited Asset Management Specialist AAMS® designation through the College of Financial Planning.
Areas of specialty for Ryan include: Retirement Income Planning, Estate Planning, Risk Management, and operation of tax efficient portfolios.
Ryan is a former Class ‘A’ member of the Professional Golfers Association. He enjoys all things outdoors, golf, music, spending time with his wife Jennifer and their family pets.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.