Ryan draws from his 29 years of experience in the financial services industry to provide long term wealth management solutions that help families and businesses work to achieve their financial and life goals, as well as legacy preservation. Partnering with his longtime friend Steve Heng and Denise Vonhof, they manage wealth for clients all over the United States and abroad.
Prior to joining Baird, Ryan held several positions with Wells Fargo Bank and Wells Fargo Advisors. Starting as a bank teller in 1994 he worked his way up the ranks of the bank and ultimately into the investment side where he found his passion.
While working full time in banking, Ryan earned his Business Finance bachelor’s degree from San Jose State University in 2001. To better assist his clients, Ryan obtained his Certified Financial Planner™ designation in 2012 and his CERTIFIED PRIVATE WEALTH ADVISOR™ designation in 2023.
This training allowed him to deepen the conversations with his clients, specifically in the area of risk management, retirement and estate planning, as well as income, savings and tax planning.