Investments
A portfolio built around your goals, risk, and timeline, not a model pulled off the shelf.
Wealth advisor for athletes & entrepreneurs
Your money should have a strategy. Let's build the game plan.
For executives, entrepreneurs, athletes, and ambitious professionals with rising income and growing wealth, I help bring investments, taxes, insurance, and long-term planning together into one clear financial game plan.
Meet Ryan
Preparation is the whole thing.
I've always been drawn to competition, preparation, and the idea that the best results come from having a plan before you need one. I played baseball at Rollins College, and the teams that won were rarely the ones with the most talent. They were the ones that prepared, stayed disciplined, and had the right people in their corner.
I bring that same mindset to financial planning.
A growing career, a big income year, or an unexpected opportunity can change your financial life fast. Earning more doesn't automatically build wealth. The difference usually comes down to what you do with it.
I work with professionals, entrepreneurs, athletes, and families who want more from their financial strategy than a portfolio and an annual review. Some are building wealth for the first time. Others are managing equity compensation, a business, NIL or professional earnings, or the shift from earning an income to preserving what they've already built.
The Game Plan
Six pieces, one plan.
My job isn't to pick investments and check in once a year. It's to understand what you're building and why, then connect the pieces so each decision supports the bigger picture.
Taxes
Planning for high-income years, equity compensation, and NIL or professional earnings before April, not after.
Retirement
What "enough" looks like for you, and the accounts and pace that get you there.
Insurance
The right coverage for the people and the income that depend on you, reviewed as life changes.
Estate planning
Direction for what you've built, coordinated with your attorney and your CPA.
The big decisions
A contract, a business sale, a house, a career move. Run the numbers before you say yes.
How we start
Three conversations, no pressure.
Understand where you are.
A 20-minute conversation to see whether your situation fits the way I work. If it doesn't, I'll tell you and point you somewhere better.
Define where you want to go.
What you're building and why. The plan gets built around that, not the other way around.
Build the game plan.
A written strategy you actually understand, then adjustments as your life changes, because it will.
Run your numbers
Four calculators, free to use.
Built for the questions I hear most: will the money last, what happens after a short earning window, what a big year is actually worth after taxes, and whether a Roth conversion makes sense. Nothing you enter is saved or sent anywhere.
Will your money last?
Project savings to retirement, then see how long they support the income you want.
Short career, long life
A few peak earning years funding a long horizon. Built for athletes and short windows.
The big year
A contract, an NIL deal, or a business sale. What's taxes, what's fees, what's actually yours.
Roth conversion
Pay tax now or later. Compare the after-tax result side by side.
Beyond the numbers
A little more about Ryan.
I'm based in Tampa and I like being part of the community I'm building a practice in. Outside of work you'll find me at Lightning, Bucs, and Rays games, traveling, staying active, or trying a new restaurant with friends and family.
The best advisor relationships go past spreadsheets and statements. You should know who you're working with, trust their perspective, and feel comfortable having real conversations about your money and your life.
The goal isn't just to accumulate more. It's to build wealth that supports the life you want, with a plan for every stage along the way.
Greatest lesson so far
Nothing comes easy. You have to embrace failures in order to grow.
If you had one superpower
Teleporting.
Favorite food
Steak.
Number one song on the playlist
"Lose Control" by Teddy Swims.
Start a conversation
Want to talk it through?
Whether you're starting fresh or want a second set of eyes on what you already have, the first conversation is 20 minutes and costs nothing.