Hi, I'm Ryan. I've spent nearly two decades working as a financial consultant to businesses in various industries--a majority of that time has been in financial services. I now draw upon those professional and personal experiences to help clients address their unique financial concerns.
I am passionate about blockchain technology such as cryptocurrencies. I have been closely following this space since 2015, and in that short time I have accumulated a wealth of knowledge that I enjoy sharing with clients and the general public.
Designations and Associations: American Institute of Certified Public Accountants (AICPA) Personal Financial Specialist (PFS) credential candidate, Certified College Financial Consultant (CCFC), Member in good standing of the AICPA's Personal Financial Planning (PFP) Section, Texas Society of CPAs, and active member and volunteer with TXCPA Houston's CPAs Helping Schools Committee and PFP Committee; I received the Houston CPA Society's Rookie of the Year award in 2018 for my contributions to the Society.
Associate Director at the Houston Blockchain Alliance
Member of Fee-Only Network, Garrett Planning Network, and the Financial Planning Association. Volunteer with the Foundation for Financial Planning to provide pro bono financial planning services to individuals and families battling cancer.
Education: B.S. in Business Administration with an area of emphasis in Finance and M.S. in Accounting, University of Colorado - Boulder.