Tax & Wealth Management Associate
How I can help you: Ryan is one of our firm’s main resources for all things tax. He works with clients throughout the year to answer questions and design tax planning opportunities. His knowledge of the financial planning framework and tax code allows him to help our advisors incorporate tax savings strategies into our clients’ financial plans.
What makes me knowledgeable: Ryan holds the CPA designation, which he attained after graduating with a Master of Science in Accounting degree from the University of Colorado at Boulder. Prior to joining our firm, he worked for Anadarko Petroleum as a rotational accountant in various groups. He holds the Series 7 and 66 securities registrations.
Getting to know me: With short stints living and working in other states and countries, Ryan plans to always call Colorado home. He enjoys working in the family business, hunting and spending time with family and friends. Ryan also ran Ralphie, the buffalo, at CU and awaits his next adventure. Don’t be surprised to hear about his next camping, fishing or sporting getaway—even when you didn’t ask!