Overview
Ryan serves as a Senior Financial Planner on Aprio’s Wealth Operations team. He brings years of customer service experience. He collaborates with clients to craft financial strategies, optimize investment management, and set clear retirement goals. Ryan thrives when working with motivated clients who strive to shape their financial future.
Experience
He has extensive experience managing a diverse team of advisors and has overseen the training and development of wealth management interns across multiple branches. Ryan also worked with several departments to streamline processes and improve team efficiency, and facilitated internal client transitions, retaining a large percentage of assets while keeping attrition low.
Ryan specializes in cultivating client relationships. He guides clients to define and achieve their objectives and empowers them through education on the benefits of financial planning.
Education & Affiliations
Ryan earned a Bachelor’s degree in Finance, General, from the University of Minnesota Duluth (UMD) and a Master of Business Administration in Accounting and Finance from Capella University. He is a Certified Financial Planner® professional and has passed the Series 65 exam.