About Ryan
Ryan finds being a wealth advisor is a career and calling that melds three desires together: helping people, educating people and being a steward of money. He focuses his work on educating his clients and helping them through the ongoing financial decisions they face to achieve the greatest chance of success, whatever that means to them. He feels providing this education to his clients empowers them to feel confident in making informed decisions.
As a wealth advisor, Ryan’s responsibility is to his clients and helping them manage their wealth. He is actively involved with the financial planning process and investment strategy design. Ryan works directly with clients and enjoys having conversations with them about their hopes and aspirations, and then finding financial strategies to move them closer to achieving them. He feels there is nothing more rewarding than hearing “thank you” for the work he does on their behalf. Ryan takes great pride in helping his clients achieve their financial goals.
Prior to joining Buckingham in 2020, Ryan served as a senior wealth advisor at Confluence Wealth Management. Before Confluence, Ryan was an associate consultant at CTC|myCFO where he worked with ultra-high net worth investors constructing investment plans and solutions for multigenerational family wealth. He received a bachelor’s degree from Oregon State University and is a CERTIFIED FINANCIAL PLANNER™ certificant.
Outside of work Ryan serves as a board member for the Portland Tax Forum. Ryan and his wife are kept busy by their three children. In between family activities, you will likely find him at the golf course refining his skills.
Ryan finds being a wealth advisor is a career and calling that melds three desires together: helping people, educating people and being a steward of money. He focuses his work on educating his clients and helping them through the ongoing financial decisions they face to achieve the greatest chance of success, whatever that means to them. He feels providing this education to his clients empowers them to feel confident in making informed decisions.
As a wealth advisor, Ryan’s responsibility is to his clients and helping them manage their wealth. He is actively involved with the financial planning process and investment strategy design. Ryan works directly with clients and enjoys having conversations with them about their hopes and aspirations, and then finding financial strategies to move them closer to achieving them. He feels there is nothing more rewarding than hearing “thank you” for the work he does on their behalf. Ryan takes great pride in helping his clients achieve their financial goals.
Prior to joining Buckingham in 2020, Ryan served as a senior wealth advisor at Confluence Wealth Management. Before Confluence, Ryan was an associate consultant at CTC|myCFO where he worked with ultra-high net worth investors constructing investment plans and solutions for multigenerational family wealth. He received a bachelor’s degree from Oregon State University and is a CERTIFIED FINANCIAL PLANNER™ certificant.
Outside of work Ryan serves as a board member for the Portland Tax Forum. Ryan and his wife are kept busy by their three children. In between family activities, you will likely find him at the golf course refining his skills.