Ryan sits on the same side of the table as his clients, working hard to build the kind of intimacy that provides confidence when facing any decision. He values the trust his clients place in him and is well aware of how important it is to confirm they are comfortable at every step of the investment process. He is passionate about performing at the highest level, striving to go above and beyond what is expected.
Ryan began his career with Washington Mutual in 1998 while still completing his degree in psychology and business administration at the University of San Diego. He then moved to the investment division of Bank of America in 2004. There he was able to establish a solid and diverse client base focused on building trusted relationships with his clients while also building a true financial team by partnering with Christopher Wells and bringing on Jeremy Pursch and Khanh Ngo.
With his move to RBC Wealth Management, Ryan structured his team’s practice to provide customized wealth planning and investment guidance to a diverse and select clientele. Efficient, responsive and accessible, Ryan and his team seek to manage risk and balance their clients’ portfolios by combining the solid foundation of a professionally managed, fee-based advisory approach with the active management of individual preferred securities, specific structured notes and certain closed-end funds and alternative investments.
Ryan and soulmate Daniella have one son, Ryder, and a rescue puppy, Abby. They also have a rescue snake and bunny. Ryan’s true passions are with the arts, as he is both a writer and a musician, and he takes pride in their personal fine art collection. Ryan and Daniella recently self-published their first children’s book, Adventures in BeanTown, which Ryan authored and Daniella illustrated. Ryan is also an accomplished singer/ songwriter, plays guitar/bass and other instruments, and enjoys staying active through snowboarding and other outdoor activities with his family.