I've spent many years working with financially successful individuals and families to help them manage their wealth through a variety of economic environments. From this experience, I've come to understand how our emotions impact our financial decisions. Your investments will generate huge emotions around fear and greed, especially when the market is volatile. Ryan co-founded Wealth With Options to help you succeed on your terms and live your best life.
I worked as a portfolio manager for a large private bank for over 12 years, helping very wealthy families preserve and grow their wealth. Now I enjoy bringing this experience and private bank level service to you as you begin your wealth journey.
I'm a proud husband and father of two teenagers. My wife is a clinical psychologist and sometimes I feel like I'm doing more of her work with our clients than she does with hers. Besides your family, the only thing that likely makes you as emotional is your money. Would you agree?
My Passions Outside Work:
The Padres
If the Padres are playing, we're likely watching on TV or going to Petco Park. Baseball can teach us a lot about life and investing.
Travel
We've got a list of places we have visited and a longer one of places we still want to get to. Happy to share both with you! Seeing the world opens our eyes to different perspectives and ways of life.
History
nerd alert here! I love learning about what's come before since it may give us insight into what's to come. As Harry Truman said, "the only thing new in the world is the history we don't know."
Still Being a Kid at Heart
Is it okay to still like Disney, Marvel/DC, Star Wars, Michael Jackson's Off the Wall album, and old-school 1980s video games? I sure hope so!