Associate
Ryan joined the firm in January 2018. He assists both our Tax and Financial Planning departments with income tax preparation and compliance, bookkeeping, client meeting preparation including retirement cash flow plans, and daily client account needs and maintenance. Ryan earned his Bachelor of Science Degree in Accounting and Finance and Master’s Degree in Business Administration in Accounting from Canisius College. Ryan enjoys spending time with family and friends, reading, and traveling. He also enjoys keeping up with local sports teams.
Ryan’s professional designations and memberships include:
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- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Western New York Estate Planning Council (WNYEPC)
- Financial Planning Association (FPA)
Contact Ryan at [email protected] or 716-580-3906, ext. 111.
Connect with Ryan on LinkedIn