Meet the Team: Ryan Kelly
This month, we have had the pleasure of welcoming two new members to our Financial Planning Team. One of those team members is Ryan Kelly who joined the firm as a Financial Planning Resident in our San Francisco office. Ryan recently graduated from the University of Georgia where he earned a Master’s of Science in Financial Planning. Through his involvement with various clubs and programs at UGA, Ryan comes to Yeske Buie with a variety of professional experiences that will kickstart his work with Yeske Buie’s Clients. In the following interview, we connect with Ryan to learn more about his goals for the next three years as a Financial Planning Resident.
In your role as Financial Planning Resident, how do you assist Yeske Buie’s Clients?
In my role as a Financial Planning Resident, I assist Yeske Buie Clients by working at the ground level. I play a role in taking every piece of information we collect from a Client and compiling that into a comprehensive document to support the lead advisor in developing their relationship and recommendation for the Client.
What are you most looking forward to during your time as a Financial Planning Resident?
I am very eager to begin my training on tax projections as I find this topic highly engaging. I believe that a tax return provides a holistic snapshot of the Clients’ financial situation and enables me to learn more of their story through the numbers. I find it so intriguing that financial planning builds deep relationships around something that would traditionally be such a transactional relationship.
What impact do you hope to make at Yeske Buie and in the Financial Planning profession?
As a Resident looking to become a competent advisor, I hope to continually challenge myself to learn and master all the responsibilities of a financial planner and to build the skills and confidence to lead Client relationships. I also hope to build a reputation both at Yeske Buie and in the profession as someone who leaves no job undone. I’d like to be known as somebody who is always on top of things and takes care of business, not letting anything fall through the cracks.
What is your first money memory or your first memory of Financial Planning?
The first money memory I can remember is that of a giant plastic Coke bottle that sat in my kitchen as I was growing up. My family used this as a communal piggy bank and when it was full, all together we would take it to the bank and deposit into a savings account. I can also remember very clearly the moment I decided I wanted to make Financial Planning my career. I was visiting my Uncle who is a Financial Planner at his office and while in his office I noticed a bulletin board that had postcards, letters, and notes from Clients that my Uncle had worked with in the past. The words that filled these items were that of pure gratitude for the support that my Uncle had provided them. That was the moment that I fell in love with Financial Planning.
What Yeske Buie worldview aligns with you most and why?
The Yeske Buie worldview that aligns with me most is Give Big as I feel very strongly that we express ourselves and our true nature by where we give whether it be financially, our time, our energy, or even just our thoughts and prayers. Whatever it is that we choose to give our most too is who we really are at our core. I try to give back to those who are in extreme need and have done my best to work that into my budget and schedule.
What might someone be surprised to know about you?
You might be surprised to know that my Dad lived in Singapore for 3 years and my Sister was born in Puerto Rico. I personally was born in the US, but have visited around 20 different countries. One of my favorite trips was a back-packing excursion through Europe the summer between my Freshman and Sophomore years with one of my best friends.
What is one of your Live Big® goals?
One of my Live Big goals is to work towards establishing an endowment for the University of Texas’ marching band. I played in the band for two years on the Mellophone (French horn).