Ryan believes accessibility is a crucial component to effective client service. Simply picking up the phone and responding to voicemails and emails in a timely manner has allowed him to establish excellent working relationships with clients. That relationship, coupled with Ryan’s understanding approach to addressing tax issues, helps him collaborate with and educate clients on important tax issues.
Spending a majority of his career focused on the investment industry, Ryan reviews tax provisions, excise distribution calculations and tax returns for mutual funds and exchange-traded funds. He also conducts tax outsourcing services for mutual funds and has experience with hedge fund and individual tax returns.
Ryan lives in Willoughby, Ohio, with his wife. They are avid Cleveland sports fans and enjoy traveling to new destinations. Their favorite spots include Aruba, Las Vegas and Nashville.