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Ryan Hougardy

CFP®

Director, Advisory Leadership Team

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Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Ryan Hougardy Headshot

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Ryan

As a Director on the Advisory Leadership Team, Ryan focuses on identifying opportunities to advance business efficiencies and ways to leverage technology to streamline processes.

Ryan joined the firm after nearly five years at a fintech start-up where he worked as the Director of Operations, creating and managing strategic initiatives. Prior to that, Ryan spent eight years as the Director of Operations and Director of Client Services at Northwestern Mutual, creating and driving adoption of procedural and strategic projects.

Education and Professional Milestones

-Chapman University - bachelor’s degree and MBA

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