Navigating complexities with curiosity
Problem solver and analytical thinker, Ryan tackles his role by combining compassion and friendliness with analytical thinking and thoroughness. He works with Grand Wealth’s Senior Advisors to help clients achieve their financial goals, a role that includes building and analyzing financial plans, tax planning, and more.
“I love finding optimal solutions to our clients’ financial situations,” shares Ryan. “Few things are as satisfying to me as digging into a complex situation, examining the possibilities, and helping people make confident decisions about their best path forward.”
On any given day, you can find him applying his professional expertise and intellectual zeal to monitoring investment portfolios; preparing for, engaging in, and following up on client meetings; and answering client questions.
Applying a global perspective
In the first decade of his career, Ryan honed his analytical talents and business acumen as a product manager at Steelcase. In 2020, he transitioned into a financial career, to better blend his skills with his desire to engage more personally with people and see the impact of his work in their lives. After gaining experience at another local independent advisory practice, Ryan shifted to Grand Wealth in 2023, attracted by the firm’s strong team approach to client care.
Ryan brings an international perspective to the firm. As a child, he grew up in the Dominican Republic and Costa Rica, where he learned Spanish and an appreciation for other cultures. He went on to study in Spain and spent several years living and working in Germany. Ryan continued his education at Calvin University, graduating with honors and a double major in business and Spanish.
Putting honesty and integrity first
Above all, Ryan applies a strong moral compass to his role. “Honesty and integrity are hugely important to me,” he shares. “In the world of financial advice, this means always doing what is in the client's best interest and always being trustworthy.”
Ryan is inspired by the firm’s mission to help its clients build a solid financial position no matter how life changes, as well as his talented coworkers. “I want to always be learning and becoming the best at what I do,” he says. “I enjoy being surrounded by like-minded teammates and experts I can learn from.”
These days, Ryan enjoys spending time with his wife and daughter, as well as tackling home renovation projects, reading, listening to podcasts, and playing sports including soccer, tennis, pickleball, and golf.