Ryan began his career working on the trading floor for a private equity firm in Boston. When he and his wife relocated to Maine, he oversaw trading operations for a financial services firm in Portland. Ryan quickly fell in love with the area and wanted to be more engaged with the local community. It was at that moment he decided to pur
Ryan began his career working on the trading floor for a private equity firm in Boston. When he and his wife relocated to Maine, he oversaw trading operations for a financial services firm in Portland. Ryan quickly fell in love with the area and wanted to be more engaged with the local community. It was at that moment he decided to pursue the CPA license with the hope of helping local small business owners and families continue to thrive.
Prior to starting his own firm, Ryan began his accounting career with a prominent tax firm in Portland. He developed extensive experience working with self-employed individuals, start-ups, real estate professionals, investors, and retirees.
Ryan's background in finance provides a unique perspective to the client’s overall tax planning strategy. He enjoys collaborating with the client to develop a tax efficient strategy to help them reach their overall financial goals. Ryan is passionate about helping his clients and educating them on various tax savings opportunities.
Ryan has over 15 years of professional experience. He is a Certified Public Accountant (CPA). He holds a Bachelor of Science in Business Administration from Stonehill College and a Master of Business Administration from Boston College.
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