FINANCIAL PLANNER
Ryan Kelly, EA, 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. Ryan passed the third part of the Special Enrollment Examination in February 2020 and became an Enrolled Agent in April 2020. Ryan earned the CFP® Certification in September 2021.
As a student of 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. 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.
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: Go Dawgs! While Ryan has a lot to appreciate right now, he felt he couldn’t start without celebrating the University of Georgia’s back-to-back football national championships. Ryan even had the incredible opportunity to attend Georgia’s semifinal playoff game against Ohio State on New Year’s Eve in Atlanta – an experience he won’t soon forget! Overall, Ryan enjoyed a wonderful trip home to Atlanta for the holidays, where he was able to visit with several other family members who traveled to Atlanta to spend the holidays together.
As always, a new year for Ryan means new sports to look forward to. Ryan has been enjoying watching Premier League soccer and looks forward to the start of a new MLS season, as well as the Australian Open tennis tournament in the second half of January. The beginning of the year also means that the Financial Planning Team is focusing on investing year-end portfolio income, preparing for tax season, and reconnecting with Clients after a busy holiday season.