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 enjoyed a refreshing holiday season, traveling to Costa Rica and returning home to Atlanta with his family during the week of Christmas.
This year, Ryan has increased his involvement with the local FPA chapter and has started studying for his third and final EA Exam, both of which are keeping him plenty busy outside of work. And though Ryan already misses college football, he looks forward to the return of baseball Major League Soccer, as well as the start of the tennis season at the Australian Open.