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: In recent months, Ryan’s family has resourcefully used Zoom to celebrate birthdays and Thanksgiving. These meetings have been a welcome addition to family tradition, and Ryan hopes they stick around long after the pandemic is over. Ryan also looks forward to Christmas, when he and his family will all drive to his dad’s new home on Lake Norman in North Carolina.
At Yeske Buie, Ryan has been preparing his Clients for the end of the year. Completing Roth conversions and making charitable gifts are among Ryan’s highest priorities in these final weeks of 2020. In addition, Ryan has used recent events with the Financial Planning Association (FPA) to share strategies and techniques with other FPA volunteers on how best to serve the association and its members in 2021.