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: As advertised, this summer has been quite busy! Ryan enjoyed an impactful retreat with the team in Golden, CO in July, where we dug into our culture, our values, our mission, and our connection to the profession. Ryan also recently traveled out to San Francisco to mingle with our West Coast Clients at an event at the University Club. This event was followed by the Far West Roundup conference, which our Financial Planning Team attends every year in Santa Cruz, CA. Ryan also had two pieces published in TheLiveBigWay® Digest recently about Inflation and Lifestyle Creep, both of which he is particularly proud.
Looking ahead, Ryan is most looking forward to a trip to London with his father, where they will have the privilege of seeing Chelsea host Liverpool in the Premier League and seeing an NFL game between the Browns and Vikings at Tottenham Hotspur Stadium!