With over 18 years of dedicated experience in the industry, it has been Ryan’s honor to not only assist his own clients, but also to help over 40 financial planners in a leadership capacity at all levels in their careers. Establishing goals, creating a tailored financial plan for the individual or family toward achieving those goals, are truly the motivations that keep his passion for this industry strong.
A professional, in-depth analysis focusing on financial independence and retirement planning is the essence of what Ryan and the Strategic Wealth Partner team embody. Taking a holistic approach on all matters, he is able to manage a wide variety of concerns and areas of financial security for today and into the future.
Ryan received his Bachelors of Science in Finance from Arizona State University, and has since then earned his CERTIFIED FINANCIAL PLANNER™ practitioner certification. In addition to his education and CFP® certification, Ryan holds the series 7, 66, 24, 31 registrations and Life and Health licenses. His dedication to the financial services industry has led to prestigious accolades such as ABS Director of the Year in 2015 and 2016 for Lincoln Financial*, as well as recognition multiple times for outstanding leadership and production in his previous role as Divisional Vice President at AXA Advisors, LLC.
Ryan is in the best company of all when he comes home to his little girl, Nora, son Everett and beautiful wife, Britt. In his free time, Ryan loves all things cars; you’ll often find him showing his children videos of performance cars, teaching them everything he knows. He has a hidden talent for cooking and weekly date nights often consist of trying out new recipes with his wife. He also finds great joy in giving back- during his time in Arizona he was very involved in the Boys and Girls Club of Greater Scottsdale and the Active Phoenix 20/30, which focuses solely on improving the lives of young children in the local community.
*This internal award is given a Lincoln Financial Advisors planner each year and is based on sales, quality of service, and commitment to Lincoln's principles, and is selected by Lincoln senior managers.