Ryan is a second-generation investment professional and has served in varied client relationship businesses since 2004. He began his financial services career in 2010 with UBS Financial Services, Inc. and later moved with his team to RBC Wealth Management. Ryan helps successful families and business owners develop strategic plans that enhance their investment, legacy and tax planning strategies to accomplish wealth protection and portfolio growth. His philosophy is to utilize the depth and knowledge of an experienced team to confirm that clients feel secure and confident during implementation of their investment plans.
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 West. Ryan earned a master’s degree from the University of Montana, Missoula and earned the CERTIFIED FINANCIAL PLANNER™ designation. He has also received an industry accolade, being names a Forbes Best-In-State Wealth Advisor (2022). Ryan was also awarded the Accomplished Under 40 Award for central Oregon business leaders.
Ryan has served on many local philanthropic boards of directors, including the Ronald McDonald House, Economic Development for Central Oregon, Pilot Butte Partners and Bend Rapids ice sports. He feels strongly about giving back to admirable charitable organizations in his community. Most recently, Ryan is dedicated to coaching hockey and football for his three children and supporting his wife, Heidi, and the family. In his free time, he can be found in pursuit of new adventures, fishing and hunting, camping, hiking, climbing or on a river expedition. Ryan also enjoys skiing, playing ice hockey and traveling with his family and friends.
