(716) 580-3906
3858 North Buffalo Road, Suite 2, Orchard Park, New York 14127

Ryan C. Smith, CFP®

Associate

Ryan joined the firm in December 2025 and brings a strong foundation in financial planning and client service. He earned his Bachelor of Science in Finance from Canisius University in 2019, where he also served as a student analyst for the Golden Griffin Fund. Ryan began his career at Dopkins Wealth Management, LLC, working as an advisor supporting clients in developing and implementing comprehensive financial and investment plans. Ryan supports the Financial Planning Department, he assists with meeting preparation and follow-up, retirement cash flow plan data entry, account paperwork, as well as trading and portfolio rebalancing. Outside the office, Ryan enjoys hiking, live music, and traveling – activities he loves sharing with his wife, Jen.

Education:

  • Bachelor of Science in Finance, Canisius University

Professional Designations:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Memberships & Community Involvement:

  • Amherst Chamber of Commerce Emerging Business Leader (Class of 2020)
  • Friends of Knox Farm State Park
  • Financial Planning Association (FPA)
Phone: 716-580-3906, ext. 104
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