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: It’s hard to believe we’re already into the last few months of the year! The year has felt like a sprint, and it’s a race to the finish line. Ryan is beginning the year-end tax planning process for his Clients, giving special attention to the tax law changes from the law that was passed in July. Ryan also organized a volunteer day for the East Coast team to participate in the Junior Achievement Finance Park in September.
In his free time, Ryan continues to travel frequently, with trips to Atlanta to visit family and celebrate a friend’s birthday, New Orleans for a friend’s bachelor party, London with his dad, and Las Vegas for a family weekend. On top of that, Ryan has enjoyed a few concerts this fall and is excited to see Hadestown at the National Theatre in DC in November!