Ryan has been in financial services since 2006, and he made the switch to wealth management in 2017. This allowed him to work more closely with people and have a very clear impact on their lives. His goal is to be able to show clients clarity around all the variables that are in play across their financial lives and help them see a path to achieving their goals.
Before joining The Kennedy Auliff Wealth Management Group, Ryan worked at FactSet Research Systems as an institutional sales executive, MSCI as a vice president and executive director, Buckingham Strategic Wealth as an associate wealth advisor and wealth advisor, and Nikulski Financial as a vice president and financial planner.
Ryan has a Bachelor of Business Administration in finance and management and organizations from the University of Iowa. He earned the CERTIFIED FINANCIAL PLANNER® professional, Chartered Alternative Investment Analyst, Chartered Retirement Plans SpecialistSM and Certified Exit Planning Advisor designations. He also passed the Series 7, 63 and 65 exams.
Ryan and his wife, Carrie, have two daughters, Elyse and Aela, and two dogs, Hank and Enzo. Outside of work and family, Ryan likes to work on his golf game.
