CFP®, ChFC®
Financial Advisor / Team Lead / Member Owner
Hard work pays off. I believe that spending time with my clients helps form relationships that are often difficult to achieve in the advisory world. My favorite part of my job is developing strategies to help ease financial stresses, nudging people to meet their goals, and creating relationships that are about more than wealth management.
Ryan is a financial advisor and team lead in Savant’s Rockford, IL headquarters. He has a membership interest in Savant.
Ryan specializes in early retirement strategies for individuals retiring prior to age 65. This includes creating tax-efficient cash flow strategies that help minimize adjusted gross income so that individuals can qualify for health insurance subsidies. Ryan also specializes in creating customized Social Security claiming strategies.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant® (ChFC®), Ryan is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Ryan has been involved in the financial services industry since 2006. Prior to becoming a financial advisor, he served as a member of Savant’s Planning Team, where he was the liaison to Savant advisors to help produce investment analyses, prepare and present client financial plans, and coordinate plan implementation. He specialized in all areas of financial planning, including goal documentation, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, education funding, income tax strategies, and estate and philanthropy optimization techniques.
Ryan serves as the treasurer on the board of the Rockford Public Library Foundation. He completed the Rockford Chamber of Commerce Leadership Rockford program and in 2019 was recognized by the Rockford Chamber as one of “40 Leaders Under Forty.”
Ryan earned a bachelor of science degree in finance with a minor in economics from Northern Illinois University.
Ryan and his wife Bridget have three children and live in Roscoe, IL. They enjoy spending time at their children’s activities, including baseball, football, basketball, theater, and dance. When they are not coaching their children’s activities, they enjoy spending time outdoors, traveling the country, and entertaining family and friends in their 60’s-era basement bar.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
2019 Rockford Chamber of Commerce 40 Leaders Under 40: This annual rating was published in November 2019. Savant did not pay a fee to be considered for this rating.