Ryan heads our investment management and portfolio design department. Ryan holds an Accredited Portfolio Management Advisor designation (APMA®). This designation signifies a financial professional's advanced training in creating, managing, and maintaining investment portfolios, covering topics like asset allocation, risk analysis, modern portfolio theory, and behavioral finance. He is also an Accredited Investment Fiduciary® (AIF®), which is a professional credential for financial advisors showing they've mastered fiduciary standards and prudent investment practices. AIF designees implement sound processes for retirement, wealth, and nonprofit investments, emphasizing documentation and acting in good faith.
Ryan holds a BS in Mechanical Engineering from Cal Poly and worked in the aerospace industry before joining Legacy in 2003. Through Legacy, Ryan is now able to combine his passion for working with numbers and problem solving 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. He loves to help educate clients in all aspects of their finances. Ryan lives in Paso Robles, is married to Jennifer and they have two sons. When not working, Ryan can be found doing construction projects around his home, traveling and Pickleball.