Ryan is focused on helping clients create retirement income and maximize the effectiveness of their estate planning.
Ryan has worked in the financial services industry since 1999. He is most passionate about teaching clients in a way that empowers them to make wise decisions. Ryan assists companies and organizations in the same manner with asset management, retirement plans and employee education. He also co-hosts the popular radio show “Your Money Matters Today.”
Ryan holds the Series 7 and 66 securities licenses as well as life, health, disability and long-term care insurance licenses. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Accredited Investment Fiduciary (AIF®) designee. Ryan graduated from Virginia Tech and is active in a variety of organizations, including the Valley Program for Aging Services, Wilson Workforce and Rehabilitation Center Foundation and coaching youth sports.
Ryan resides in Albemarle County with his wife and three children and a wonderful rescue dog, Katie. As a dedicated husband, father, business owner and community member, Ryan isn’t left with a lot of free time. When he does get the chance to relax, he enjoys being outside, being in or on water, in the woods, visiting museums, trying new breweries, supporting fine arts performances, reading/listening to historical books and watching movies.