With two decades in the financial sector, Ryan's career began just before the Great Recession, which gave him invaluable experience in navigating clients through complex economic cycles and global changes.
After earning his B.A. in Accounting from the department of Business and Economics from Washington and Jefferson College and minoring in Philosophy, Ryan launched his financial career in Charlotte, North Carolina, with Morgan Keegan & Company. Driven by a commitment to improving outcomes for individual investors, Ryan established the firm in 2012.
His dedication to his clients and community led him to be named Entrepreneur of the Year in Gaston County. He also holds the Accredited Investment Fiduciary Designation (AIF®) and is a Certified Business Exit Consultant.(CBEC®)
A community advocate, Ryan served on the Belmont City Council for two consecutive terms, overseeing a $15 million budget and strategic initiatives for the city’s 11,000 residents. The Junior Chamber of Commerce has honored him for advancing the development of young professionals and he has raised substantial funds for local non-profits. Ryan lives in Belmont, North Carolina, with his two sons, Ollie and Lincoln. In his free time, he enjoys going on adventures with his two boys and relaxing on Lake Wateree.