ryanmteam@resourcefinancial.com
As a dedicated member of the team since 2019, I have a strong passion for helping clients navigate complex financial landscapes. With years of experience in the industry, I am committed to providing tailored solutions that align with each client’s unique goals and values.
Before joining Resource Financial Planning, I worked in the collegiate and professional sports communications field. Today, I truly value the daily interactions I have with clients and enjoy witnessing individuals optimize their lives in retirement.
In addition to my professional work, I volunteer my time and expertise to provide financial planning support to underserved individuals, empowering them to build stronger and more secure futures. My goal in these interactions is to ensure that the people I serve have the tools they need to achieve financial success, regardless of their background.
Born and raised in Maui, Hawaii, I developed a passion for soccer, which I continue to play recreationally here in Oregon. When I’m not at work or on the field, I enjoy fishing, golfing, going to the gym, and spending time with family and friends.
Registered with Osaic Wealth, Inc.
Professional Designations and Licenses:
CERTIFIED FINANCIAL PLANNERTM
CHARTERED RETIREMENT PLANNING COUNSELOR SM
CERTIFIED STUDENT LOAN PROFESSIONAL
FINRA Series 7 and 66
Life, Health and Variable Lines Insurance Licensed
Notary Public
Education:
Colorado State University - Master in Finance
Linfield University - Bachelor of Arts in Business Management; Minor in Mass Communications