Ryan is an Associate Wealth Advisor with The Greensage Group. He joined the firm in 2009 and wasted little time putting his talent to work. He delivers comprehensive financial plans and investment advice to clients as well as assists in the coordination and management of the firm’s asset management program. He takes a hands on personal approach to every financial plan that he prepares to ensure each client is well taken care of.
His first job in the industry had him dispensing advice to federal employees and police officers on benefits, taxes, retirement, insurance, and financial planning. Ryan spent seven years working with individual clients and small businesses before joining The Greensage Group.
He graduated with a Bachelor’s Degree in Finance from the University of Houston as well as a Master’s Degree in Financial Planning from The College for Financial Planning. Ryan has his Master Planner Advanced StudiesSM, CERTIFED FINANCIAL PLANNER ™, & Accredited Investment Fiduciary® designations, as well which ensures he has sufficient knowledge and experience needed to do what is right for the client at all times, to act in good faith, avoid conflicts of interest, and place the client’s interests ahead of his own. He currently holds his FINRA Series 6, Series 7 and Series 63 registrations with LPL Financial and Series 65 registration with Symphony Financial Ltd. Co. a registered investment advisor, as well as Life and Health Insurance Licenses.
Ryan is married to his wonderful wife Tracey and has four energetic children together. He enjoys spending his free time with his family, serving in his church, as well as hunting & fishing when time permits. He is an Eagle Scout and continues to take an active role in helping young men in the Boy Scouts of America program.