Ryan Kelly

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 approaches his work with Clients with a mindset of humility and lives by the attitude that one must be quick to listen but slow to speak. He recognizes that great relationships are forged by a deep appreciation of our unique backgrounds and strives to understand the experiences that drive our decision making.

Current Update: Ryan is settling in to life back on the west coast after spending most of September in the Virginia office. He enjoyed his brief return to suburban life and is already having Chick-fil-A withdrawals (he can’t wait until the next chance he has to indulge!). Ryan did recently travel home to Atlanta for the first time since moving to the Bay Area. At home, Ryan was able to attend a 5-year high school reunion and Atlanta United’s first home playoff game of 2019.

Currently, Ryan is enjoying meeting new people, attending live music and comedy events, and is still getting used to the weather! Ryan looks forward to a trip to Chicago for Thanksgiving as he eagerly awaits the holiday season – a time focused on cherishing quality time with loved ones.