Biography

Ryan has practiced public accounting since 1998. He helps closely held business owners and individuals develop their financial plans, manage assets, and achieve investment and business goals.

As a Certified Financial Planner™ practitioner and certified public accountant, Ryan helps his clients integrate their financial planning, estate planning, and tax strategies with their investment portfolios. He also holds a Personal Financial Specialist credential from the American Institute of Certified Public Accountants and a Series 65 license from the North American Securities Administrators Association.

Ryan is also a member of the firm’s Investment Committee where he assists in developing investment strategy, policies, and research.

Professional Affiliations

  • Board Member, Selah Education Foundation
  • Board Member, Yakima Tennis Club
  • Member, American Institute of Certified Public Accountants
  • Member, Washington Society of Certified Public Accountants

Education

  • BA, accounting, Washington State University
  • Graduate, College for Financial Planning