Ryan Kelly

FINANCIAL PLANNING RESIDENT

Ryan Kelly 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 also passed the CFP® Exam in July 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: While Ryan is grateful for the summer weather, it’s been of no great use to him as he’s continued to keep his nose to the grindstone in preparation for the CFP® Exam which he takes in San Francisco in July. Before returning to the Bay Area, Ryan has tried to squeeze in a few last experiences with his family, such as enjoying two Atlanta United home games and going for hikes close to home. Lastly, Ryan is eager for the Yeske Buie team to grow as we are in the midst of the hiring process for potential new members of the financial planning team!

 

Read More from Ryan