Ryan joined Valley National in 2017, bringing four years of prior industry experience in retirement planning, portfolio administration, investment analysis, and client service. As a Certified Investment Management Analyst® (CIMA®) and a Licensed Insurance Agent in Pennsylvania, he assists clients with comprehensive financial planning, wealth management, insurance planning, and tax optimization. He has also been a member of VNFA’s Investment Committee since 2018.
Currently pursuing his Certified Financial Planner™ (CFP®) designation, Ryan is dedicated to lifelong learning for personal growth and as a way to empower clients and colleagues in making informed financial decisions. “The financial services industry is constantly evolving, so it’s essential for professionals to continuously expand their knowledge and skill set. My ultimate goal is to enhance the client experience by driving successful outcomes. Education shouldn’t stop with the advisor; it’s our responsibility to pass our expertise on to clients so they can continue to grow as well.”
Ryan is a Lehigh Valley native, and currently resides in his hometown of Nazareth, where he met his wife, Nicole. He enjoys spending his free time with his wife, daughters Charlotte and Avery, and their two family dogs, Maci and Cali. In his free time, he enjoys golfing, playing softball, hiking, watching sports, tackling home improvement projects, and spending time with family and friends.
Professional Certifications
- BA – Mathematics (minor in Economics), Washington College, Chestertown, Maryland
- Certified Investment Management Analyst (CIMA®)
- Investment Adviser Representative, Valley National Advisers, Inc.
- Registered Representative, Valley National Investments, Inc.
- Licensed Insurance Agent, Pennsylvania
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers, Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers, Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.