Ryan joined JFS Wealth Advisors in 2015 as part of a merger with Comprehensive Investment Solutions (CIS). As a Regional Director and Partner at JFS, Ryan has been part of the firm’s leadership team since 2021.
With over 20 years in the industry, Ryan’s experience includes working as an Investment Manager at The Vanguard Group where he focused on building balanced investment plans. He earned his Bachelor’s Degree in Economics from Pennsylvania State University in 1999 and holds the CERTIFIED FINANCIAL PLANNER® designation.
Ryan is an experienced wealth advisor who guides successful individuals, families and retirees in addressing their unique needs. He also works with company owners to select and implement business retirement plans that best fit their organization and its employees. Before recommending an appropriate plan, he considers a number of factors, including potential tax benefits, administration expenses, and the benefits to the business owner and their employees. After implementation, Ryan monitors the plan investments and provides participants with ongoing financial and investment education to help them make the most of their retirement plan.
Away from the office, Ryan enjoys playing golf, working out and spending time with his family.
