When suddenly my career of over 29 yrs ended at 55 and my husband was age 60 . . .it was a scary time! Do I look for another job, or could we make it work. Ryan was meticulous going through the pros and cons. Realistic as to what we could and could not afford. We are now into our 5th year of retirement!!! Yeah, we don't live high on the hog, but we are doing what we wanted to do . . while we have the health to do it! Our kids are out of college, our bills are paid, we have traveled east to west coast 3X now. Ryan and Tonya are there with sound advice, alternate options and protecting our assets. They are proactive, truly caring and extremely knowledgeable. We trust our financial lives to them, and they have never let us down!!
10 years ago (28-07-2015)
I've never met a financial advisor I like as much as Ryan. We got along right away and his advice has been above and beyond anyone I have ever worked with. Everyone in his office is great and I actually enjoy going in and looking at the different things that Ryan has to go over. I would highly recommend him to everyone that is looking for a personal and great relationship with a financial advisor that gives them honest financial advice.
10 years ago (08-06-2015)
At first blush, I took Ryan to be a young, energetic consultant, but not sure if I could trust him. After getting to know him, I would recommend him to everyone. His knowledge of the subject is superb, his optimistic attitude catchy, and his customer service much appreciated. I trust him to look out for my best when it comes to finances.
13 years ago (20-02-2013)
We've had Ryan help us for a number of years now and wanted to make a point to say how helpful he's been over that time. Outside of the continued service and sound advice I've probably been most pleased that he hasn't forgotten about us after first opening our accounts and feel he's always had our best interest at heart.
13 years ago (07-06-2013)
Ryan is very helpful and knowledgeable in this field. He is passionate about what he does and works hard to help his clients. He is great at answering questions in a timely manner. I would recommend him for you investing needs.