Born and raised outside of Washington, D.C, Ryan joined Capital Financial Partners, LLC in 2015 after graduating from college in Baltimore.
Ryan is keenly aware of the challenges and important financial decisions that consumers are faced with today. He is also cognizant of the fact that a client’s goals and needs today may be vastly different compared to several decades ago.
Taking a straightforward, sensible approach to financial planning, Ryan always leads with client education. Among several other areas of the business, he is responsible for analyzing client data to develop financial plans that reflect the client’s needs and goals. These plans include cash flow analysis, retirement planning, insurance and estate planning, and investment management. Ryan also helps oversee client portfolios. Ryan is a CFP® professional as well as a CPWA® professional. He also holds his Series 7, 63, 65, and life/health licenses.
Currently living in Towson, Ryan completed his Certified Financial Planner® coursework through the American College. He completed his coursework for the Certified Private Wealth Advisor® designation through Yale School of Management. Ryan graduated from Stevenson University with a degree in Business Administration while also playing lacrosse. During his time away from work, Ryan enjoys spending time with friends and family and supporting the local sports teams.
Registered Representative of and Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637 www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Capital Financial Partners is unaffiliated with HTK. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. 4758534RLB_May24