Biography

Ryan has been helping closely held business owners and high net worth individuals develop their financial plans, manage their assets, and achieve their investment and business goals since 1998. As a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Public Accountant, Ryan helps his clients integrate their financial planning, estate planning, and tax strategies with their investment portfolios. He also holds a Personal Financial Specialist credential from the American Institute of Certified Public Accountants and a Series 65 license from the North American Securities Administrators Association.

Ryan is also a member of the firm’s Investment Committee where he assists in developing investment strategy, policies, and research.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Estate Planning Council of Yakima
  • Member, Washington Society of Certified Public Accountants

Community Involvement

  • Board Member, United Way of Central Washington

Education

  • BA, accounting, Washington State University
  • Graduate, College for Financial Planning