Experience

Ryan is a financial advisor who works with individuals and business owners to manage their multi-faceted financial affairs.  After more than 20 years of working with clients to achieve their goals, he recognizes that clients deserve a well thought out plan prior to making an investment recommendation.  Planning may encompass retirement, education, estate and wealth transfer, liability, insurance and long-term care.  Ryan is devoted to building a lifelong relationship with his clients and helping them through every phase of life.

Ryan was born and raised in Northeast Ohio.  He attended the University of Louisville on a golf scholarship. Upon graduation, Ryan worked in the telecommunications sales and medical sales fields for 8 years.  He started his financial services career in 2000 as an advisor with Smith Barney in Louisville.  In 2009 Ryan moved to UBS.  Ryan was manager of the downtown Louisville, KY branch for 2 years and then moved to Franklin, TN to open and manage a new UBS branch.  He is licensed with series 7, 63 and 65 as well as insurance.  Also series 9 and 10 for branch management and supervision. 

Ryan and his wife, Sarah have triplets:  Elizabeth, Charlie and Jack.  His interest and hobbies include coaching youth sports, golf, supporting activities such as church mission trips, mentoring military personnel as they move back to the private sector and many other UBS branch charitable or season of service events.

 Financial Planning Specialist - Smith Barney, 2006 - 2008