Ryan coulter cfp®

Financial Planning specialist

Ryan is a Financial Planning Associate who works closely with the firm’s Financial Planners to help construct financial plans for our clients.

BACKGROUND

Ryan was born and raised in Northeast Ohio, moving from the West Side to the East Side in 2020. Ryan graduated from Ohio University in Athens, Ohio in the spring of 2018 with a bachelors in business administration. He majored in finance with a focus on personal finance and financial planning.  In July 2022, Ryan successfully passed the Certified Financial Planner™ exam.

FAMILY

Ryan lives in Willoughby, Ohio with his wife, Sara, and their cat, Lucky. Most of their family members also reside in Northeast Ohio.

WHAT ARE YOU PASSIONATE ABOUT?

Cleveland Sports, cars, and spending time with family.

WHERE CAN WE FIND YOU WHEN NOT IN THE OFFICE?

When not in the office you can usually find Ryan at a Metropark, a local restaurant or brewery, or visiting with friends and family around town.