Ryan is an Investment Advisor Representative of EPI Financial Group and has been with the company since 2022. He is proficient in helping families with financial planning including retirement and income planning, asset allocation and wealth transfer strategies. In his career, Ryan has advised on over $3 Billion in assets.
Ryan’s passion is helping families coordinate their financial and estate plan and keep more of their hard-earned money throughout the 3 phases of Accumulation, Preservation and Wealth Transfer.
Ryan earned his bachelor’s degree from the University of Michigan in 2013. He received his securities license in 2016, became an Investment Advisor Representative in 2016, and received his Life and Health Insurance license in 2020. Ryan is committed to serving the best interest of each client, thereby upholding his fiduciary duty.
Ryan enjoys playing hockey, golf, fishing, brewing his own beer, and is a self-proclaimed food critic. He also loves spending time with his wife, Katie, and two young daughters, Rhett and Addie. Ryan’s family lives in Milan and are very active in their community.