Ryan started with BW as a Wealth Planning Associate Intern in March of 2016 and worked until his graduation in May of 2017 when he became an Associate Wealth Advisor/Wealth Plan Design Specialist. His time interning with BW fostered a deep passion for helping others achieve their greatest return on life through wealth planning.
Ryan believes everyone needs a custom, goal-driven wealth plan that creates the context and direction for their financial and life decisions. Like the rest of the BW family, Ryan knows wealth in itself is not the destination; it is the vehicle.
Ryan earned his B.S. degree in Business Administration with a concentration in Finance from the Fowler College of Business at San Diego State University and is currently pursuing a Certified Financial Planner (CFP®) designation. Ryan is also in his first year of law school at Michigan State University College of Law, working toward a Juris Doctor (law degree) with a focus area/certification in estate planning. He holds a FINRA Series 65, Life, Health & Long-Term Care Insurance License.
When not working, Ryan enjoys golfing, ice hockey, attending sporting events, skiing, and spending quality time with his family and friends. He’s also an avid Michigan State athletics and Detroit sports fan.
"Nothing in life worth having comes easy or for free." - Rick Tosto