Ryan has been helping closely held business owners and high net worth individuals develop their financial plans, manage their assets, and achieve their investment and business goals since 1998. As a financial advisor and Certified Public Accountant, Ryan helps his clients integrate their financial planning, estate planning, and tax strategies with their investment portfolios.
Ryan is also a member of the firm’s Portfolio Management Team where he assists in developing investment strategy, policies, and research.
COMMUNITY AND PROFESSIONAL ACCOMPLISHMENTS
- Member, Moss Adams Wealth Advisors’ Portfolio Management Team
- Board Member, United Way of Central Washington (starting May 2011)
- Past Board Member, American Red Cross, Yakima Valley Chapter
- Volunteer, March of Dimes, American Red Cross, Yakima Valley Chapter, Yakima Greenway, Junior Achievement of Greater Tri-Cities, and Selah Parks & Recreation
PROFESSIONAL AFFILIATIONS AND CERTIFICATIONS
- CFP® professional; CERTIFIED FINANCIAL PLANNER TM
- CPA, Certified Public Accountant
- PFS, Personal Financial Specialist
- Member, Estate Planning Council of Yakima
- Member, WSCPA and AICPA
- NASAA, Series 65 licensed
EDUCATION
- Bachelor of Arts, Accounting, Washington State University
- Graduate, College for Financial Planning