Owner & Founder, Wealth Advisor
Ryan began his career with a large communications company in 2004 where he was entrusted with managing multi-million dollar projects and leading large teams to deliver results impacting Wall Street. In 2013, he jumped headfirst into the financial industry. He was (and still is) determined to shatter the "glass ceilings" that have existed in this industry for decades. Historically, investment and professional money management services have been reserved for the very wealthy. While Ryan of course enjoys bringing these services to the very wealthy, it is a personal goal of his to ensure middle-income families have access as well.
Ryan is a Registered Representative and Investment Advisor Representative. He holds FINRA Series 6, 63, and 65 securities registrations with First Heartland® Capital and First Heartland® Consultants (CA Insurance Lic. #0I47162). He also holds a Variable Annuity Contracts License through the California Department of Insurance and a non-resident Insurance License in fifteen other states.
He earned a Bachelor's of Science in Computer Science and Engineering from UCLA in 2004 and has nearly completed (all but three classes) an MBA at California Lutheran University in Thousand Oaks, CA.
Ryan resides in Camarillo, California with his wife, Hilary, and their four children, Emmalyn, Zachary, Jaxon, and Knox as well as their dog Lily! He enjoys golf, baseball, and singing.