Ryan is a senior advisor associate in the firm’s Potomac office, assuming the role after an internship in the summer of 2020. As part of the team, he supports advisors in maintaining client relationships by completing day-to-day tasks, serving as a point of contact for clients, and assisting in all aspects of the financial planning process.
During his time at Virginia Tech, Ryan was a member of the school’s student chapter of the Financial Planning Association and served as its President. He was also part of the Pamplin Undergraduate Mentor Program, Virginia Tech Finance Club, and several intramural sports.
Born and raised in Virginia, Ryan now resides in Rockville, MD and enjoys watching Hokie sports, spending time with family and friends, traveling, hiking, kayaking, and trying new food.
Previous Experience
- Wealth Management Intern, Wealthspire Advisors
- Associate Financial Planning Intern, Mason and Associates LLC
- Finance Intern/Assistant General Manager/General Manager, Peninsula Pilots
Education & Credentials
- BS, Virginia Polytechnic Institute and State University, Finance
- Certified Financial Planner™ (CFP®)
- Series 65 license
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER™ AND FEDERALLY REGISTERED CFP (WITH FLAME DESIGN) IN THE U.S., WHICH IT AWARDS TO INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
