Professional Experience
Ryan is a graduate of the Florida State University College of Business. While at FSU, he earned dual degrees in Finance and Risk Management & Insurance. His course study included: investment and market analysis, financial analysis, asset management, retirement planning, tax and accounting principles, risk management and insurance practices, asset protection strategies, employee benefits, business succession planning, business law, and economics. He was a member of the Florida State Insurance Society (FSIS) and the National Society of Collegiate Scholars (NSCS). After graduating from FSU, Ryan began his career with OMNI Financial Services in Tampa where he's served since 2001.
Ryan serves professionals, families and business owners by developing comprehensive needs-based financial strategies driven by their individual goals and concerns. Asset protection is a focus throughout the financial analysis process, as well as a commitment to ongoing client service and formal reviews. Ryan's intention with each client is to make a positive difference in their life by the services he provides, and becoming a trusted resource for their planning needs. The financial security he helps them pursue is what continues to motivate him every day.
He has continued his education and skills by obtaining the CFP®, ChFC® and CLU® professional designations so that he may continue to provide excellent customer service to his clients.
Credentials
FINRA Securities Series 7 Registration
Investment Advisor Representative Series 66 Registration
Licensed Life, Health and Variable Annuities
Chartered Financial Consultant ChFC®
Chartered Life Underwriter CLU®
Certified Financial Planner CFP®
Professional Services
Business
Business Succession Strategies, Business Valuation Analysis, Buy/Sell Agreements and Funding Strategies, Executive Compensation and Incentive Plans,
Key Employee Protection and Retention Strategies, Employee Benefits, Business Retirement Plans and Business Consulting Services
Personal
Family Protection Strategies, Risk Management, Life, Disability and Long-Term Care Protection, Financial Planning, Retirement Plans, Investment Strategies and Wealth Management, Education Funding, Asset Protection Strategies, Estate Planning, Charitable and Gifting Strategies and Special Needs Programs