Ryan’s role involves working with clients to formulate financial planning and investment strategies and to monitor progress toward their financial goals.
Who I Help
- Business Owners
- Medical and Legal Professionals
- Current and Former Corporate Executives
Professional Designations
CERTIFIED FINANCIAL PLANNER™
Education
University of Georgia, B.B.A., Finance
University of Georgia, B.S., Family Financial Planning
Community Involvement/Leadership
Board Member, University of Georgia Financial Planning Program Alumni
Co-Chair, National Association of Personal Financial Advisors (NAPFA) Atlanta Study Group
Giving Back
Read more about Ryan
What do you value most in your client relationships?
I value personal connection and old fashioned “please” and “thank you.”
What’s the one thing people say you’re best at?
People say I am best at follow-up and one-on-one communication.
What do you enjoy most about working at Modera?
I enjoy the vast array of experience and depth of knowledge across our five offices, in addition to the collaborative team approach on client relationships.
Where did you grow up? Where do you live now?
I grew up in Marietta and now live in Roswell.
Ryan’s Insights
Tax Season’s Over, Now What?
Since you have just finished and filed this year’s return, the last thing you probably want to do is think about next year’s tax return. But the best time to prepare for next year’s tax return is early in the current calendar year, to allow you many months to make any needed adjustments.
What’s the big deal about having a trust anyway?
“What’s the big deal about having a trust anyway?” This is a question I’m often asked in client meetings, though not always in such a brash fashion. Usually the topic of trusts comes up after a client hears that a friend has set one up, which piques my client’s interest.
Time for a Change? Medicare Open Enrollment
Many people who are on Medicare may think that once they sign up and choose their options they’re set for life. But, just like you, your Medicare coverage needs a checkup every so often. And if you find you want to make changes to your coverage, Medicare’s annual open enrollment period is when to do it.