Ryan is a Senior Financial Advisor at Summitry. In this role, Ryan partners with clients on investment planning, asset allocation, and broader wealth management strategies. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional. He helps clients assess their financial situations, evaluate options, and implement plans designed to support long-term goals, financial independence, and protection against unexpected circumstances.
Ryan brings more than 20 years of experience in the financial services industry. Prior to joining Summitry, he served the innovation economy as a Private Wealth Advisor with SVB Wealth LLC, SVB Investment Services Inc., and related Silicon Valley Bank entities. Earlier in his career, he focused on fee-based financial planning with Waddell & Reed in Scottsdale, Arizona.
Ryan earned a Bachelor of Science degree from Northern Arizona University. He finds fulfillment in building lasting client relationships and helping individuals and families navigate complex financial decisions with clarity and care.
Ryan is based in Felton and focuses on serving clients throughout Northern California. He enjoys playing guitar, practicing yoga, and family walks surrounded by Redwoods.
