Qualified to Serve You

Ryan has been working with individuals and businesses in Ohio and several other states for many years. He has over 25 years of experience and manages over $220 million of assets for individuals, trusts, foundations, and company retirement plans (as of 8/31/22).

Ryan believes his client-first philosophy has been the foundation of his success, and he appreciates the trusting relationships (many multi-generational) that have developed over years.

Providing quality guidance requires knowledge - Ryan joined his father, David, in 1994 and added value to existing client relationships by enhancing investment planning services. In addition to acquiring the licenses required to provide various services, Ryan has continually seeked to enhance and sharpen his knowledge by participating in several voluntary professional educational programs. He earned the CERTIFIED FINANCIAL PLANNER^TM (CFP^®) professional certification in 1997, the Chartered Financial Consultant^® (ChFC^®) designation in 2001, and the Accredited Asset Management Specialist™ (AAMS™) certification in 2013.

In addition to investment management, attempting to mitigate risk with annuities and life insurance is an important consideration. To further his knowledge of these insurance-based strategies, Ryan earned the Chartered Life Underwriter^® (CLU^®) designation in 2005.

Combining decades of experience with comprehensive "first-hand" knowledge of investment planning strategies is what enables Ryan to provide his clients with insight and high quality guidance.