“I try to simplify my clients’ lives and be a positive influence to help them relax and enjoy their life, while we worry about the financial details.”
As a wealth advisor, Ryan is given the opportunity each day to help many clients extend their successes and reach their financial goals. In addition to working with individuals and families, Ryan serves many of our institutional clients (corporate retirement plans and non-profits).
Ryan is a cum laude graduate of Ohio University with a bachelor’s degree in finance. He is also a Certified Trust and Financial Advisor (CTFA) and CERTIFIED FINANCIAL PLANNER™ professional.
He serves on the board of directors of the Juvenile Diabetes Research Foundation, motivated in part by his son’s Type 1 diabetes diagnosis. His volunteer work also includes tutoring at Silverton Paideia Academy, participating regularly in Accounting for Kids Day, and coaching many of his children’s sports teams. “I love seeing the kids learn, grow and improve.”
Ryan and his wife have three children. In his free time, he enjoys spending time with family and friends and golfing.