Potomac Financial Private Client Group

Ryan works with the team of fiduciary advisors to support client’s financial planning and investment management. He has a lead role in advising many new clients, particularly young professionals, new families, and the LGBTQ+ community who are facing a unique set of financial challenges.

He believes there is an opportunity for people to take ownership of their financial health and make decisions that set themselves up for success while using their money to match their values. 

Ryan has worked with Potomac Financial since 2016 and earned his Certified Financial Planner™ designation in August 2018 when less than 5% of all CFP® holders were under 30. He graduated from Virginia Tech in 2016 with a Bachelor of Science in Finance and completed Virginia Tech’s CFP® Certification Education Track.

Ryan is a Financial Planning Associate at Potomac Financial where he works closely with our team of seasoned financial advisors to provide comprehensive planning in the areas of personal financial planning, asset allocation strategies, risk management, retirement planning, and estate planning strategies.

With over four years of experience, Ryan provides support through the full scope of client relations. From the initial development of the financial plan to ongoing reviews, he works closely with clients to help develop, implement, monitor, and reassess their plan to align with the individual’s financial goals and objectives. Ryan holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the FINRA Registrations Series 7 and Series 66 (through Commonwealth Financial Network®), as well as Life and Health Insurance licenses.