Meet Ryan, COO and Partner
- CFA®, CFP®
- COO | Partner
Ryan is a problem solver. He has a distinct ability to create a simple solution for very complex puzzles. So, naturally, he’s an integral part of our team. His favorite part of his role at Alterra is the analysis – whether analyzing a financial plan or reviewing an investment portfolio. However, the profession allows him to share that passion with clients by helping them navigate financial complexities as they collaborate on achieving their personal and financial goals.
“Helping people navigate financial complexities to achieve their goals is my passion.”
After completing his undergraduate degree in Business Management, Ryan and Grant met by chance, developed a rapport and have been working together ever since. Ryan has continued his formal training in finance by earning his CFP and CFA designations.
When not in the office, Ryan enjoys time with his three kids, Dylan, Xandra and Gunner. Living in North Bend, they spend much of their free time outdoors and active. When not at work or in the mountains, you can find Ryan in the kitchen pursuing his passion for creating healthy gourmet meals.
Ready to meet with our team?
We’d love to have a discussion with you to find out if we’re a fit!