Before joining Legacy in 2003, Ryan had been working as a Mechanical Engineer. Through Legacy, Ryan is now able to combine his passion for working with numbers with his love of working with people. Ryan specializes in helping his clients with retirement plans and planning. He focuses on helping those who are looking towards retirement and showing them strategies to manage their retirement assets. Ryan is versed on advanced estate planning strategies to help his clients with their legacy planning. He offers complimentary workshops to companies that want to educate their employees on the benefits of retirement savings and has spoken at various venues on important financial topics. He loves to help educate clients in all aspects of their finances and often asks, "Would you like me to give you the fish or teach you how to fish?"
To make an appointment or to schedule Ryan to speak at your workplace or group event, please contact him at 805-226-0445 x302.