1826 North Loop 1604 W
San Antonio, TX 78248
Ryan is a manager working in both the investment and the tax/planning practice of Southern Wealth Management. Ryan is responsible for managing and developing relationships with high net worth individuals and families that have investment, tax, financial and estate planning needs. On the investment side, Ryan provides portfolio analysis which encompasses asset allocation, manager due diligence, benchmarking, performance reporting and investment research. On the tax and planning side, Ryan provides services with emphasis on individual and business tax compliance, as well as gift and estate tax planning. Ryan holds a BBA in Business Administration and an MBA with a concentration in Finance from Sam Houston State University, where he played Division I college basketball. Ryan also holds the Charted Financial Analyst (CFA) designation, which he completed in 2013.