Ryan believes that planning and strategy form the foundation of successful client relationships.  Retirement is often a piece of the puzzle but building a business, helping a family member, or striving for life satisfaction are just as likely.

A professional highlight was helping a client plan, save, and invest their way toward a mid-career sabbatical to travel the world and learn a new language.

A nerd at heart, Ryan loves to utilize analysis such as compound interest calculators, Callan charts, and white papers to drive home important financial concepts.  He also understands that money can be emotionally charged.  As such, he guides his client’s decisions by assessing both the math and emotional sides of a problem. He says, “Both considerations are important and neither alone is the right answer.”

Ryan graduated Magna Cum Laude with a Bachelor of Science in Mechanical Engineering from Virginia Tech.  He also holds a Masters in Business Administration from Rice University where he was recognized as a Jones Scholar. He lives in Shaker Heights, Ohio, with his wife, Alison, and two daughters, Clara and Charlotte. He enjoys hiking, skiing, and sailing.