Ryan works with those preparing for retirement and those in retirement, helping clients navigate retirement planning, investment management, and comprehensive financial planning.

He takes a relationship-driven and detail-oriented approach to planning, with work that is focused on helping clients stay aligned with their long-term financial objectives.

Ryan earned a B.A. in Business from Baker University. His background across client service, operations, and wealth management supports a thoughtful and personalized approach to advising.

Outside of work, Ryan enjoys spending time with his wife and three children, coaching youth sports, staying active, and spending time at the lake with family.

Serving Leawood, Olathe, Lee’s Summit, Overland Park, Independence and Liberty.