Aldrich
Ryan Congdon is a seasoned professional in the financial services industry, currently serving as Technology Manager for Wealth at Aldrich since February 2023. Prior to this position, Ryan held various roles at Cable Hill Partners, including Business Analyst and Client Services Manager from June 2021 to February 2023. Ryan's experience also includes leadership positions at tru Independence as Director of Operations, Co-Director of Operations, and Operations Specialist from July 2018 to June 2021. Earlier in Ryan’s career, roles at Blue Water Wealth, Inc. included Operations Manager from January 2012 to July 2018. Ryan's educational background includes studies at Tarrant County College from 2006 to 2011 and El Centro College in 2005.
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Aldrich
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Aldrich, formerly known as AKT, is a Top 100 regional firm of advisors, independent Certified Public Accountants and business consultants providing tax, accounting, business advisory, valuation and employee benefit consulting services to private, public and nonprofit organization. Serving clients throughout the west from locations in Oregon, California, and Alaska. We specialize in a variety of industries including healthcare, manufacturing, construction, telecommunications and electric utilities, public sector, agribusiness, privately held growth oriented and emerging companies among others. The members of our team possess a combination of hands-on industry expertise, essential technical qualifications and certifications, and a passion for helping clients achieve their goals.