FINANCIAL PLANNING RESIDENT
Ryan Kelly received an M.S. in Financial Planning from the University of Georgia (UGA) in 2019 and a B.S. in Mathematics from the University of Texas at Austin in 2017. At the University of Texas, Ryan dove into the school’s culture and joined the Longhorn Band. Outside of his musical pursuits, Ryan joined the Alpha Omega campus ministry, becoming a student leader during his third semester. With Alpha Omega, Ryan led small group discussions, participated in on-campus and community outreach, and fostered a sense of unity in the ministry. At UGA, Ryan continued his involvement with Alpha Omega and became a member of UGA’s Student Financial Planning Association.
In 2018, Ryan took an internship with Signature FD, a fee-only financial planning firm in Atlanta, Georgia. During his time as an intern, Ryan was exposed to stories from Clients that kindled his passion for financial planning. Already enjoying the technical work of planning, Ryan found purpose in the intricacies of a Client’s situation and the variety of work that was presented each day in the office.
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: It seems that tax season is always a busy season, no matter who you are! This tax season, Ryan’s workdays have consisted of preparing retirement projections, helping Clients through various transitions, and holding plenty of meetings.
As busy as Ryan is during tax season, he’s still making time for his family, with whom he’s cherished spending more time in 2021. Ryan enjoys a chance to spend time with his (fully vaccinated) mom’s parents weekly now that they live in town, and Ryan looks forward to visiting his dad’s parents soon when they celebrate his grandfather turning 80. Lastly, Ryan is energized by the fact that the return of Atlanta Braves baseball and Atlanta United soccer are on the horizon.