Ryan’s approach is to carefully listen and fully understand your specific challenges, needs, and wants before crafting a personalized and sophisticated roadmap to retirement success. Determining the best combination of investment and tax advantaged options can be difficult. Leveraging CFS’ advanced financial planning and wealth management tools, he will ensure you have the right plan. This allows families and individuals to rest assured that a trusted partner is monitoring their assets and progress toward retirement and other life goals while they focus on busy lives and careers. Via concise and straightforward communication, he will ensure you know exactly where you stand and guide you through the required changes to stay on track.
Via his deep experience working with businesses, Ryan is also an expert in advising executives and entrepreneurs. This encompasses corporate retirement plans and benefits, executive compensation, insurance, transaction preparation, and strategic advisory. His unique approach can help organizations provide greater certainty to retirement for employees or substantially increase value for shareholders in advance of a potential sale.
Putting clients first, and providing the highest level of service, has been the focal point of Ryan’s 15+ year career in financial services and advisory. Clients benefit from his unique perspective and experience gained from completing over $1 billion in financial transactions. Prior to joining as a Partner with CFS Ryan was an investment banker with PMCF, a division of Plante Moran, for 10 years as a Vice President. He has also worked in Chicago for an investment banking boutique and with a private equity group in Ann Arbor. This industry experience allows him to provide clients insight and analysis when evaluating more sophisticated investments including alternatives such as private equity. Ryan has also built a personal portfolio of residential real estate and uses his experience to help new and experienced investors explore this rewarding asset class. Additionally, Ryan was recently named a 2020 Detroit Five Star Wealth Manager Award for highest overall satisfaction.
Ryan is a graduate of the University of Michigan and received his MBA in Finance from DePaul University with honors. He has been licensed in the securities industry for over 10 years and currently holds his Series 65 with CoreCap Advisors, LLC as well as the Series 7 and Series 63 with CoreCap Investments, LLC. Ryan is a native of Michigan and lives with his wife and two daughters in Ann Arbor. In his free time he enjoys biking, skiing, and Northern Michigan including Sleeping Bear Dunes and Camp Michigania.