Experience and Education

Ryan oversees business development initiatives across the country. His primary focus is working closely with local offices and wealth advisors to ensure appropriate resources are used to help meet clients’ goals, objectives and needs.

He works closely with leadership and consultants from referral partners that use Mariner for complex planning and investment solutions. He develops presentations and speaks on various topics such as comprehensive wealth planning, income and estate tax strategies, business succession planning, insurance solutions, and investment alternative strategies.

Ryan also provides portfolio management services and wealth planning to high-net-worth individuals and families. With more than 20 years of experience in investment management and financial planning, Ryan has worked with retirees from Procter & Gamble, General Electric and Kroger, to name a few.

Prior to joining Mariner, he was a senior investment specialist at Charles Schwab & Company where he advised clients and customized their investment portfolios.

Ryan received a Bachelor of Arts degree in business administration from MidAmerica Nazarene University.

Personal Interests

Ryan is Trustee on the Board of Cincinnati Playhouse in the Park where he serves on the Finance and Audit Committees and as Chair of the Planned Giving Committee. He also serves as a member of the Planned Giving Committee at the Cincinnati Zoo. He is a past Trustee on the board of Big Brothers and Big Sisters of Cincinnati, past Trustee on the board of Cincinnati Union Bethel, and past Trustee on the Board of the Springer School and Center.