Born and raised in the small town of East Bernard, Texas, Ryan moved to Austin in 2004 after obtaining his BBA in Finance and MBA in Business Administration from Texas State University.
Ryan’s financial expertise ranges from building and serving credit union investment programs to establishing and managing a successful, independent wealth management practice. He is the Program Manager of the Wealth Management division of Capitol Credit Union in Austin, TX and continues to serve his private Wealth Management clients through his own practice. He has been helping individuals, small businesses, and non-profits throughout Central Texas and the Houston area for over a decade. Ryan’s passion for credit unions, coupled with his desire to help others, is the basis of his entire financial planning career.
Outside of work, Ryan is an avid runner and cyclist, and he enjoys playing guitar, volunteering as a coach at the YMCA of Greater Williamson County, and playing classic video games with his sons.
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Awards & Certifications
CERTIFIED FINANCIAL PLANNER™ professional
Certified Fund Specialist® (CFS®)
Series 7 registration held with LPL Financial and 66 registration held with Strategic Financial Concepts and LPL Financial
Texas Life, Health, Accident, and Long-Term Care Insurance Licensed
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