With almost a decade of experience in the financial securities and services industry, Ryan brings a wealth of knowledge to his role on the team.
In 2018, he joined THG Retirement Solutions at UBS, where he has developed experience in delivering financial wellness education, designing investment strategies, and assisting with portfolio management and asset allocation. In 2024, Ryan joined Raymond James, where he has access to the resources of a global financial services firm to help him serve his clients.
Ryan's career began in the financial services industry with a two-year tenure managing operations at a local boutique insurance brokerage, where he became knowledgeable in premium finance and workers compensation. Prior to his transition to financial services, Ryan spent a notable 20 years in the retail industry, focusing on financial protection strategies and technology operations. During this time, he also took on the role of a trainer and educator, kindling his passion for teaching and helping others learn.
Ryan holds an MBA from California State University, Fullerton College of Business and Economics. As a proud Titan, Ryan has enjoyed giving back by serving as a mentor for undergraduate students majoring in entrepreneurship at CSUF.
Ryan has earned the Certified 401(k) Professional (C(k)P®) designation from The Retirement Advisors University (TRAU) in partnership with UCLA Anderson School of Management, demonstrating his advanced knowledge in retirement plans. He also holds the Series 7 and Series 66 securities licenses.
When Ryan isn't working with clients to help plan their financial futures, you can find him on any number of adventures, from mountain biking to exploring the great outdoors with his wife and son.
Investing involves risk and you may incur a profit or loss regardless of strategy selected. Asset allocation does not ensure a profit or protect against a loss.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.