Ryan serves as a Wealth Manager, working closely with his clients to gather, interpret, and organize their financial information. Through this process, he focuses on analyzing and developing client recommendations, building comprehensive financial plans, and guiding his clients to financial independence. Ryan’s expertise covers many areas of financial planning including retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, employee benefits, education planning and charitable planning.
Ryan brings to his clients over 12 years of experience in the financial services arena. Prior to joining Creative Planning, Ryan was the Senior Financial Planner at an independent financial planning firm where he built holistic financial plans for high net worth families. He was principally involved in all financial planning aspects of the wealth management process.
Ryan earned a Bachelor of Science degree in Personal Financial Planning from Texas Tech University. Ryan is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Ryan and his wife Danielle have one child – Eleanor. Ryan was a student-athlete while attending Texas Tech and played for the men’s tennis team. He is an avid tennis player in his spare time and enjoys travelling the world.