Ryan is a Senior Advisor Associate based in our San Rafael office, where he supports the advisor team in all aspects of the planning process.
Ryan brings several years of industry experience, serving in various financial consulting, insurance, and advisory roles before joining the team. He earned a bachelor’s degree in finance from Western Michigan University.
Originally from Ann Arbor, MI, Ryan now resides in San Francisco, CA and enjoys playing in various recreational leagues, spending time in the great outdoors hiking, camping, and rock climbing, and rooting for Michigan sports teams.
Previous Experience
- Financial Advisor at Stonepath Wealth Management
- Insurance Agent at National Agents Alliance
- Financial Consultant at Equitable Advisors
Education & Credentials
- BS, Western Michigan University, Finance
- Series 7, SIE, and 66 licenses
- Life, Accident, & Health Insurance licenses
*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.
