Background & Experience
Ryan was born in Tyler, Texas and raised in the Palestine area. He graduated with Cum Laude honors from The University of Texas at Tyler, where he received a Bachelor of Business Administration in Finance. Ryan began his career as a Financial Advisor with Wells Fargo Advisors in Palestine in 2011.
Focus
As a Financial Advisor, Ryan works hand-in-hand with individuals, families, and business owners with a primary focus on developing retirement plans, wealth accumulation, and wealth preservation strategies that are customized to each individual client.
In addition to developing this unique plan to meet each individual’s goals and objectives, Ryan strives to work alongside your tax professional and estate attorney to make sure that your total financial picture is communicated clearly and is as seamless as possible.
While the initial planning process is key to laying the foundation for achieving future goals and expectations, the planning process does not stop there. Rather, Ryan views it essential to hold annual review meetings to discuss possible changes to your overall financial situations to help ensure your ultimate goals.
Away from the Office
Ryan’s interests outside the office are his family, including wife, Lacey and five children: Ella, Caiden, Avery, Micah, and Clara. Ryan is also actively involved in his church family, Friendship Baptist Church in Montalba, Texas, where he volunteers his time in various ministries, including the children’s ministry. Ryan also volunteers his time at Meals on Wheels of Palestine, delivering warm meals to those in need.