Professional Experience

Ryan provides fee-based investment management and financial planning services for businesses, individuals and their families. 

Whether he's leading employee education sessions or helping families organize their finances, Ryan makes complex topics easy for anyone to understand. He streamlines our senior planners’ day-to-day, ensuring their clients receive the best service possible.

Fun fact about Ryan: He used to be a professional hockey player in Paris, France!

Educational Background and Certifications

• Connecticut College, New London, CT – Bachelor of Arts – Economics
• FINRA Series 65
• The Commonwealth of Massachusetts – Life Insurance License
• CERTIFIED FINANCIAL PLANNER™
• Retirement Income Certified Professional^®, RICP^®