Lead Financial Advisor
Ryan graduated from California Lutheran University in 2010, with a degree in Business and Accounting where he was a member of the golf team. Since college he has acquired his securities licenses, insurance license and is currently going through the process of obtaining his CPA license.
Growing up with David as his mentor, he has a good background of bookkeeping, taxes and money management and feels comfortable communicating numbers and financial plans to anybody. Ryan has enjoyed being a visionary, increasing our firm’s efficiency by implementing cutting edge technologies. After joining the firm full-time in 2010 Ryan started off preparing hundreds of business and individual tax returns but has now assumed the role as lead financial advisor, creating meaningful relationships with clients.
In 2018 Ryan started a family with his wife, Kristine, and they are blessed with two daughters, Mackenzie and Callen. He lives near the office in Woodland Hills, and continues to enjoy golf and travel with his family.