About Ryan

When you enter my office, you can trust that I understand the hard work that’s brought you here. After graduate school, I built and ran my own full-service restaurant. The work was grueling, and I always felt like I wanted to do more for others, but it put into perspective how hard work and good income isn’t always enough to secure your financial future. I started my journey at Edward Jones in 2014, when I realized just how many of my friends and family members weren’t saving enough to achieve their goals. In 2023 I made the switch to become an Independent Wealth Advisor. And now, I’m able to create a much greater partnership with established and hardworking members of our community and other clients like you.

When choosing your financial advisor, it’s important to do your own research and be confident in your choice. You’ve worked hard to build your wealth, so partnering with someone who shares your vision is paramount. I can help you connect to and work toward your goals through conversations about what’s important to you – your family, occupation, hobbies and dreams – and then work with you to break down those goals into manageable steps. From high-net-worth families to business owners, my clients can count on me to help them navigate the emotional side of investing and to simplify the often-overwhelming nature of financial management.  The CFP® and AAMS® professional designations add to my experience and education in support of my sound process to help put your money to work for you.

My office serves clients from La Mesa, San Diego and Los Angeles, as well as across the country. I am proud to partner with philanthropic organizations and associations in our community like the Rotary of La Mesa and the Alzheimer's Association.

My wife, Heather, and I live in San Diego with our dachshund, Kona. I am a proud member of the Rotary of La Mesa and love serving our community through food drives and back-to-school programs and clean-up projects.