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: The start of 2025 has been as busy as ever! Ryan and the Financial Planning Team at Yeske Buie have spent their time reviewing Clients’ Safe-Spending Policies, rebalancing and investing year-end portfolio income, and gathering and sharing tax documents to get a head start on tax season. (Selfishly, Ryan can’t wait to file his own tax returns so he can look back on 2024 and review his own savings and tax withholdings!)
In his personal life, Ryan has enjoyed a full January. The big snow in early January was a blast, and Ryan partook in the massive snowball fight organized by the “DC Snowball Fight Association.” That said, Ryan is looking forward to warmer weather as soccer season ramps up, and the excitement for March Madness basketball and Spring Training baseball looms. Ryan has also identified several National Symphony Orchestra shows that he can’t wait to attend this year (and hopefully drag some friends along, too).