Ryan joined REDW in 2015, bringing more than 10 years of experience in public accounting, investment analysis, and the execution of a variety of tax and financial planning engagements. He has helped to support the goals of many different types of clients throughout his career, including business owners, health care professionals, real estate investors, contractors, and legal professionals.
In addition to his role in REDW Wealth’s investment advisory services, he specializes in tax compliance and planning for individuals, closely held businesses, estates and trusts.
Ryan’s past endeavors include operating his own tax and consulting business in Washington State where his focus was tax planning and preparation for individuals and family-owned businesses. With knowledge in the areas of financial accounting, tax, wealth management and financial planning – he continues to add value to REDW’s tax compliance and planning services.
Bachelor of Science in Accountancy and a Bachelor of Science in Business Administration with a focus on Business Economics, Northern Arizona University
PROFESSIONAL QUALIFICATIONS AND MEMBERSHIPS
In addition to being a Certified Public Accountant, Ryan holds the following certifications:
- Personal Financial Specialist (PFS)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
In addition to his professional duties, Ryan is a member of the American Institute of Certified Public Accountants and Arizona Society of CPAs. He also serves as Treasurer of the Paradise Valley Rotary Club.