The Wealth Office®, CFP®
Ryan provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other high net worth investors. He services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Ryan is a member of the firm’s Research Forum. Prior to joining the firm in 2017, Ryan was Managing Partner at 360 Financial Group, LLC. Ryan earned a Bachelor’s of Science in Finance and Accounting from Eastern Illinois University and obtained his Certified Financial Planner (CFP®) designation. He is also a CFA Level II Candidate in the CFA Program. Ryan volunteers with the Eastern Illinois University Student Investment Society as a mentor to business school students. Ryan is also a member of the SecureFutures Fund Development Committee, an organization focused on financial literacy for underserved communities and young people. In his free time, Ryan enjoys billiards, golf and all things wine country.