Ryan joined the firm in 2018 and works as a Financial Analyst in our Melbourne office. He earned a bachelor’s degree in financial planning from the Western Kentucky University. While attending WKU, Ryan was an active member as well as vice president of his Financial Planning Association student chapter. He assists the Financial Planning Department with its daily tasks such as custodian reconciliation reports, setting up client portals, scenario analysis, and the review of tax documents. He is currently pursuing his CFP designation.