With over two and a half decades of experience, Ryan is a respected financial planner with a proven track record of helping individuals and businesses reach their financial goals. He began his career in investment sales in 2000 before joining CGI in 2003, and since then has built a reputation for delivering expert financial advice and guidance.

As a Certified Financial Planner (CFP^®) Professional, Ryan offers a unique combination of technical knowledge, expertise, and commitment to his clients. He specializes in the review and implementation of 401(k) and retirement plans and provides comprehensive financial planning services to help his clients reach their long-term financial objectives. With his deep understanding of financial markets, his clients trust Ryan to help them make informed decisions about their finances and secure their financial future.

Ryan holds a Bachelor’s Degree from the University of New Hampshire and is licensed in life & health insurance. He is also FINRA Series 7, 63, 24, and 65 licensed, and holds the Qualified Plan Financial Consultant designation from the American Society of Pension Professionals and Actuaries.

Outside of work, Ryan lives in Bedford, NH with his wife Nichole and their son. As a family, they enjoy spending time at Lake Winnipesaukee in the summer and skiing in the winter. They are deeply rooted in their community and are committed to making the most of their free time and enjoying all that New England has to offer.