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

Curt brings a wealth of experience, leadership, and dedication to UBS. Over the course of his 29-year career with the firm, he has served in a variety of key leadership roles, including Market Supervisory Officer, Market Administrative Officer, and Alternative Investments Service Lead. Curt has also served as Client Experience Director for the South Central Market, where he partnered closely with market leadership to enhance employee engagement, elevate the advisor and support staff experience, and drive service excellence for clients.

In his current role, Curt will work closely with our leadership team, Financial Advisors, and support staff to help drive operational excellence, strengthen collaboration across our offices, and ensure we continue delivering an exceptional experience for both advisors and clients. He is especially passionate about developing people, improving the employee experience, and creating an environment where individuals and teams can thrive.

Curt earned a Bachelor of Business Administration in Finance from Middle Tennessee State University and holds FINRA Series 7, 66, 9, and 10 licenses. A resident of Kingston Springs, Tennessee, Curt enjoys fishing, hiking, football, baseball, and spending time with family and friends. His deep experience, positive energy, and commitment to teamwork make him a terrific addition to our market.