Ryan joined Waverly in April of 2024 when McShane Partners was acquired by Waverly Advisors, LLC. He serves as a Wealth Advisor at Waverly. Ryan started his career working for The Vanguard Group in 2013, with their flagship high-net-worth clients. He later joined McShane Partners, now Waverly, in 2016, where he was responsible for providing financial advice including retirement planning, income taxation, insurance planning, and estate planning services. Ryan enjoys helping Next Gen clients navigate the next stages of life including starting a new job, budgeting, pre-martial planning, or purchasing a new home.
He also loves working with families, building a strong relationship, and helping them answer the significant financial questions they have that may impact their future.
In his spare time, Ryan loves spending time with his family and German Shepard, Mila. He enjoys being outside, playing golf and camping, and is also quite passionate about cars.