,CFP®, CEPA®
Ryan’s role involves working with clients to formulate financial planning and investment strategies and to monitor progress toward their financial goals.
What do you value most in your client relationships?
Having my own family, I derive the most satisfaction working in a field where my day-to-day activity helps others take care of their own families. I enjoy having a personal connection with our clients and working with a fantastic team of professionals here at Modera to assist clients in elevating their own lives.
What sparked your interest in financial planning? What fuels you every day in your work?
Watching the events of the 2008-09 financial crisis, it became clear to me that people need help navigating challenging times with their money. It was a difficult period for many people, and it inspired me to devote my career to this passion for helping others. I am also a big believer in living a healthy lifestyle, and financial planning is no different. It takes time and discipline to create a regular process of taking care of yourself. Think of me as your fitness trainer. I work hard so I can do my best to help you to create the best program for you, and together we work on building resiliency and strength in any areas of concern.
What do you enjoy most about working at Modera?
Modera is what I call a “beyond-collaborative” culture. What separates us from others is the people we have here and how everyone is always willing to roll up their sleeves to get things done by helping one another. This is a great place where everyone has a voice and feels included in our success. That voice extends both inside and outside of Modera, where we also have a passion for diversity, equity, and inclusion. I am fortunate to be a part of this company.
Where did you grow up? Where do you live now?
I grew up in Marietta and now live in Roswell with my wife and two kids. So, for the better part of my life, I have been a part of this local community and have seen a lot. Some things have changed over time, but the core values have remained the same. This comes back to my emphasis on families, and I feel this a great area to raise a family, with activities available for kids and adults alike.
Certified Financial Planner®
Certified Exit Planning Advisor®
University of Georgia, B.B.A., Finance
University of Georgia, B.S., Family Financial Planning
Board Member, University of Georgia Financial Planning Program Alumni
Mentor, University of Georgia Mentor Program
Co-Chair, National Association of Personal Financial Advisors (NAPFA) Atlanta Study Group
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