FINANCIAL PLANNER
Ryan Kelly, CFP® earned a B.S. in Mathematics from the University of Texas at Austin in 2017 and an M.S. in Financial Planning from the University of Georgia (UGA) in 2019. Prior to joining Yeske Buie, Ryan began his career as a Financial Planning Intern for Signature FD, a fee-only financial planning firm in Atlanta, Georgia. Although he was often handed the typical tasks of an intern (making copies, filing documents, and building reports), it was that exposure to Clients’ stories that kindled Ryan’s passion for financial planning. Already enjoying the technical work of planning, Ryan found purpose in the intricacies of Clients’ situations and the variety of work that was presented each day in the office.
Upon graduating from the University of Georgia, Ryan joined the Yeske Buie team as a Financial Planning Resident in our San Francisco office in June 2019. Ryan passed the third part of the Special Enrollment Examination eight months later, in February 2020, and became an Enrolled Agent in April 2020. He passed the CFP® Exam in July 2021, earned the CFP® Certification in September 2021, and was promoted to the role of Financial Planner in February 2022.
With the goal of moving closer to his family on the East Coast, and with full support of the firm, Ryan relocated to our office in Vienna, Virginia, in August 2023. Outside of the office, Ryan enjoys recreational soccer and tennis and is an avid fan of Atlanta United, his hometown MLS team. Ryan has also had several opportunities to travel the world and always welcomes opportunities to venture outside of his comfort zone, whether that is within the city or around the globe.
Client Focus: Ryan is excited to meet YOU! He has developed a passion for financial planning through actively listening to Clients’ unique personal financial story, and he is excited to learn about your family, your passions, and your Live Big goals.
Current Update: Ryan enjoyed a calmer month in June, a welcome opportunity to catch up on outstanding projects and to spend more time with our new intern, Jack. Ryan is looking forward to a summer full of both personal and professional travel: two beach trips, two trips to visit family, one Yeske Buie team retreat, and two conferences — all coming up fast.
At home, Ryan has been playing recreational soccer twice a week in DC and has been hosting lots of friends and family as they cycle through their visits to the DC area. At work, Ryan expects July to be a busy month as we raise cash for our spending Clients and as the team takes a week to travel together to Golden, CO for our annual retreat. August will prove similarly busy with two conferences (FPA Far West Roundup and FPA NexGen Gathering) and a best friend’s 30th birthday on the calendar.