Ryan joined OptiFour Integrated Wealth Management in September 2011 as Director of Wealth Operations. As such he is responsible for client services for all OptiFour clients, both those involving contact with each client and our behind-the-scenes operational services that are so critical to tracking and reporting on OptiFour client investments. In December 2018, Ryan was promoted to Director of Advisory Services.
Ryan was born and raised in Ovid, Colorado, a small farming community in far northeastern Colorado where he was very active in high school sports and various extra-curricular activities. He graduated magna cum laude from Oklahoma Christian University in Oklahoma City with a Bachelor’s of Arts Degree in Speech Communications Pre-Law with a minor in Finance.
Ryan began working in the investment field during his senior year of college, and has worked with Registered Investment Advisory firms since 1992, specializing in investment and back office operations. He brings a unique blend of operational, technology, and financial skills to our operations and client services area.