Managing Partner/Director of Business Planning
Ryan is a seasoned financial planner with an impressive portfolio of accomplishments, including his certifications as a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Certified Exit Planner (CExP), Accredited Investment Fiduciary (AIF), and Master of Business Administration (MBA). With his extensive expertise and diverse skill set, Ryan has established himself as a trusted advisor to both thriving businesses and individuals.
Specializing in a range of strategic financial services, Ryan has gained recognition for his exceptional work in exit planning, corporate retirement planning, and financial wellness. His proficiency in guiding businesses through complex exit strategies has earned him a reputation as a go-to professional for successful business owners seeking smooth transitions and optimal outcomes. In the realm of corporate retirement planning, Ryan has helped numerous companies implement tailored solutions that ensure employee financial well-being while aligning with their business objectives.
Moreover, Ryan is committed to promoting financial wellness on both a professional and personal level. His ability to distill intricate financial concepts into easily understandable terms enables him to deliver comprehensive guidance that resonates with his clients. By empowering individuals to make informed decisions, Ryan helps them maximize their wealth and achieve long-term financial security.
Backed by his prestigious certifications and fueled by his passion for education, Ryan is dedicated to staying at the forefront of industry advancements and best practices. His clients benefit from his relentless pursuit of knowledge, receiving innovative strategies that address their unique needs and goals.
Whether partnering with thriving businesses or working closely with individuals, Ryan's unwavering commitment to delivering exceptional financial advice has earned him a well-deserved reputation as a trusted advisor in the industry. His approachable demeanor, combined with his deep understanding of complex financial matters, ensures that his clients receive the guidance they need to make the best decisions for their financial future.
Registered Representative and Financial Advisor of Founders Financial.
Devin is an accomplished financial planner who specializes in providing expert guidance to business owners and successful individuals. With a deep understanding of the unique financial challenges faced by entrepreneurs and high-net-worth individuals, Devin has established himself as a trusted advisor in helping them navigate the complexities of business planning, corporate retirement planning and strategic financial planning.
Drawing from his extensive experience as a former insurance executive and Chief Operating Officer at a local brokerage, Devin recognized the need for greater transparency and disruption in the financial industry. This realization fueled his passion to empower business owners and individuals with the knowledge and strategies needed to achieve their financial goals.
Devin's dedication to building relationships extends to his work with business owners. He understands the intricate dynamics of entrepreneurship and the unique challenges of sustaining and growing a successful enterprise. Through strategic business planning, exit strategies, and corporate retirement planning, Devin helps business owners optimize their financial resources while simultaneously considering the long-term impact on personal wealth and financial security.
In addition to his professional accomplishments, Devin remains actively engaged in the community and contributes his time to various non-profit organizations. His commitment to making a positive impact is evident through his involvement with an organization that he cares deeply about, The Fellowship of Christian Athletes, where he was just named Chair of the Maryland State Board.