Ryan joined Valley National in 2017 with four years of industry experience in retirement planning, portfolio administration and client service. As a Certified Investment Management Analyst (CIMA®), Ryan helps clients with comprehensive financial planning, investment management, risk management and tax planning.
He is currently pursuing his Certified Financial PlannerTM Professional designation. “I believe that continued education is of the utmost importance in our ever-changing financial services environment,” he says. “It is important to me that I pursue knowledge so that I can share it with clients. Communication and understanding are vital for building trusting, balanced relationships.”
Ryan is a Lehigh Valley native (born and raised in Nazareth), and he currently resides in Palmer Township. In his free time he enjoys playing softball and baseball, as well as hiking and spending time with family and friends.
- 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.