Ryan Heltemes

Ryan Heltemes, CFP®, is the Vice President and Branch Leader at Fidelity Investments, where they have held various roles since 2016, including Financial Consultant and Assistant Branch Leader. Prior to their tenure at Fidelity, Ryan served as a High Net Worth Specialist at Charles Schwab and as a Consultant at O'Connell & Lawrence, Inc., focusing on data analysis and financial calculations. They also worked as a Direct Account Manager at Trane, specializing in the rentals of commercial HVAC equipment. Ryan earned a Bachelor of Science in Mechanical Engineering with a Minor in Business from Virginia Tech in 2014.