Ryan joined Sage Mountain Advisors in May 2022. He provides guidance on income tax, retirement, and estate planning.
Prior to Sage Mountain, he was the lead planner at a small Atlanta firm focusing on comprehensive planning for individuals and family run businesses. He has over 20 years of experience in the industry. He began his career in tax, and moved into retirement, insurance, and estate planning.
Ryan grew up in Atlanta and received his Management BBA from the University of Georgia. He obtained his CFP® designation in 2009 after going back to UGA to complete the necessary coursework. He also holds the CLU and ChFC designations. He lives in Sandy Springs with his wife and two daughters.
Sign up to view 1 direct report
Get started