Ryan joined the firm in January 2018 as an intern while completing his undergraduate studies and transitioned to a full-time role in May 2020 after earning his graduate degree. As a Lead Advisor, Ryan plays a key role in developing and presenting comprehensive financial plans for clients. He is actively involved in daily client service, addressing a broad range of financial planning needs. Additionally, Ryan supports the tax department with tax compliance and advisory matters. Outside of work, Ryan enjoys spending time with his family, reading, and traveling. He also enjoys following the local sports teams.

Education:

• Master of Business Administration in Accounting, Canisius University
• Bachelor of Science in Accounting and Finance, Canisius University

Professional Designations:

• Certified Public Accountant (CPA)
• CERTIFIED FINANCIAL PLANNER™ (CFP®)

Memberships & Community Involvement:

• Bookkeeper, Erie County Association of School Boards (ECASB)
• Member, Western New York Estate Planning Council (WNYEPC)
• Member, Financial Planning Association (FPA)