Ryan Kelly, MS, CFP®, is an experienced financial planner currently working at Yeske Buie since June 2019. In this role, Ryan has directly supported over 100 clients, assisting lead Advisors by preparing financial plans, implementing asset management services, and handling various client service tasks. Previous experience includes an internship at SignatureFD, where Ryan developed proficiency in financial planning software, and a role as Team Manager at Volunteer Income Tax Assistance, overseeing tax return preparations. Ryan holds a Master of Science in Financial Planning from The University of Georgia and a Bachelor of Science in Mathematics from The University of Texas at Austin.
Sign up to view 0 direct reports
Get started