Ryan applies his more than 15 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, he makes it his mission to serve our clients.
He is always eager to help the individuals and families our team serves. He makes it his goal to help clients understand their money is being well taken care of and always endeavors to explain complex financial topics in a way that’s easy to comprehend.
Ryan also assists our financial advisors in planning and building investment strategies. He holds Series 7, 63 and 65 licenses through LPL as well as life and health insurance licenses.
Prior to joining our team in April 2022, Ryan was a Wealth Advisor Assistant at Happy Investment Services and a Client Service Representative at TD Ameritrade. He holds a bachelor’s degree in finance from the University of Nebraska.
Ryan is originally from Canyon, Texas and now lives in Amarillo with his wife, Mandi, and daughter, Ava. When not in the office, Ryan enjoys spending time with his wife, daughter and two dogs, Zoe and Mia and also playing golf in his spare time.