Ryan Kelly, CFP®

FINANCIAL PLANNER

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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. Ryan was drawn to the financial planning profession by the opportunity to apply his technical skills and has found purpose in the intricacies of Clients’ situations and the variety of work that is presented each day in the office.

Upon graduating from the University of Georgia, Ryan joined the YeskeBuie team as a Financial Planning Resident 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.

Outside of the office, Ryan volunteers each spring with AARP Foundation Tax-Aide to provide free tax preparation services to his community, and he provides pro bono financial planning and financial literacy services in the DC metro area in partnership with Tzedek DC. In his spare time he enjoys recreational soccer and tennis and is an avid fan of Atlanta United and the Atlanta Braves, his hometown teams. Ryan has also had several opportunities to travel the world and always welcomes opportunities to venture outside of his comfort zone, whether that is locally 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: Ryan is eagerly preparing for his next Live Big® trip, this time to Japan! Ryan and his girlfriend will join his mom and one of her friends for a two-week excursion to Tokyo, Kyoto, and Hakone. Aside from the extensive travel preparations, Ryan has had plenty else to celebrate – his sister got engaged, and two other friends got married! (Ryan is also still riding high from Texas’s win against Ohio State in college football.)

In the office, there has been a lot to be excited about, too. Ryan, Sydney, Kacie, and Tim recently spent a few days at the FPA NexGen Gather conference in Dallas, where they deepened their relationships and set some clear goals and priorities for helping the team level up. That leveling up includes taking on new responsibilities from Lauren S. and Yusuf, and the ongoing training and development of the Financial Planning Team.

Ryan has also continued his volunteer efforts with Tzedek DC, attending their 10th annual Eat Well, Do Justice! event with Will and Kacie, giving a presentation on “Understanding Your Paycheck” to the in-person cohort of Tzedek’s Financial Empowerment Program, and joining Aubrey to give that same presentation via Zoom to their virtual cohort.