As a Wealth Advisor – Client Support, Ryan develops wealth strategies for retirement, tax planning, estate and legacy planning. He also processes account opening and asset gathering for new clients; processes incoming transfers, client service requests, and all client data information; as well as aids in trading client portfolios.
Ryan graduated from WVU with a BA in Biology. He initially thought he would go into the medical field, but had a calling elsewhere. He is the first one in his family to graduate from college. He has a background in insurance and finance, as well as managerial and supervisor experience.
He was born and raised in Bridgeport, WV. He is the middle child of an older sister and younger brother, with 3 nieces and a nephew. He loves spending time with his dad, who he does everything with. He loves bikes, nature, his girlfriend Shelby, his German shepherd Luca, and spending time with the people he loves. He also enjoys craft beer, Italian food, exercise/fitness, high elevation climates, oh…and bikes!
