Ryan has over 15 years of experience in financial services. He is Founder & CEO of Finetooth Consulting, which provides transition consulting, outsourced recruiting and succession planning to the industry. Ryan is also Founder & Managing Partner of Join A Firm, which is an online matchmaking platform that matches financial advisors with financial services firms. Previously, he served as an Executive for Associated Securities Corp. and as a Director for First Financial Planners. Ryan began his career in Financial Services when he formed The Swivel Group, which was based in central Texas and operated as a boutique consulting firm geared toward recruiting services for broker-dealers in the wire-house, bank, regional and independent spaces.
During his time at Associated and FFP, Ryan managed National recruiting and internal succession strategies. Since 2000, he has managed and helped negotiate the transition of more than $120M in commission and advisory revenue. He has worked hard to earn a reputation in the industry for his ethical approach to the business and his ability to generate new and innovative ideas around advisor transitions.
Ryan is an Angel Investor and an active volunteer with The Branson Centre and Everwise, where he is currently mentoring a startup law firm and music production company. He serves on the Judging Committee for AngelPool, which is the largest organization of angel investors in the world. He also serves on the Board of the local Montessori School and is on the Advisory Board for Riskalyze, which has developed a risk tolerance score for investors.