Ryan is a second-generation investment professional and has served in varied client relationship businesses since 2004. He is a designated Certified Financial Planner™ (CFP®) that oversees client portfolios valued near $500 million. Throughout his 16 years in financial services, Ryan has built a reputation for exemplary portfolio management, tax considerate income strategies, and equity asset growth with two global financial firms - RBC Wealth Management and UBS Financial Services, Inc. He tailors investment strategies uniquely for high-net worth individuals, businesses, foundations, and a handful of governmental institutions across the United States.
Ryan earned a Master’s Degree (MS) from the University of Montana, Missoula, attended the University of Colorado Boulder, and earned his BS from the University of Nevada, Reno. Ryan learned the value of hard work during his college summers serving as a wildland firefighter for both Nevada and Alaska hotshot crews fighting wildfires around the Western U.S. He has been nationally recognized as Forbes | SHOOK America’s Top Wealth Advisors Best-In-State (2022, 2024, & 2026).
Ryan feels strongly about giving back to charitable organizations in his community through financial contributions, Board of Director roles, and volunteering. He has worked and currently serves with non-profits such as Economic Development for Central Oregon, Guardian Group, Friends of Kenya Community Development Foundation, Ensign Cancer Research Foundation, Ronald McDonald House Charities, Wild Sheep Foundation, Bend Caldera Lacrosse, and Bend Rapids youth ice hockey. In his free time, he can be found in pursuit of new adventures, fishing and hunting, camping, hiking, or on a river expedition. Ryan also enjoys skiing, playing ice hockey, and traveling with his family and friends.