Ryan began his role as Associate Wealth Advisor in June of 2022, and he is directly involved in client-related support. He focuses on providing the tools and support required for a thorough and rewarding client experience.
For clients of Resolute, Ryan’s responsibilities include:
- Attending and documenting client meetings
- Monitoring client portfolios
- Ensuring client financial plans are aligned with each client’s individual needs and goals
Ryan enjoys working with clients in providing solutions to achieve their financial and life goals, and he hopes to become a trusted wealth advisor in Northwest Ohio. Prior to joining the Resolute team, Ryan spent five years as a Financial Services Professional with New York Life in the Fremont area, where he earned the designation of Rookie of the Year.
When he isn’t serving clients, Ryan enjoys golfing, snow skiing, and spending time with his family, friends, and dog Brady. He holds a bachelor’s degree in Finance from Kent State University.