RYAN SULLIVAN

Partner | CFP®, CLU®, CHFC®

Ryan grew up in Western Montana until his baseball career took him to college in California and then on to WSU.

In 2003, he moved to the Tri Cities to marry his lovely bride, Emily. Together they love raising their two boys.

Ryan spends most of his free time enjoying various activities with family: exercising and competing athletically, volunteering for those causes that are near to his heart, and enjoying not shoveling snow. His parents are jealous…

It is Ryan’s life work to help navigate his clients to a successful retirement. Through educational workshops and a non-sales environment, he has expertise working with employees of the Hanford Area, Energy Northwest, State and Federal benefits, and Lockheed Martin. Each of these employers offer different plans and present unique opportunities and barriers to achieving financial peace in retirement.

As an Independent Certified Financial Planner®, Ryan extends his clients an educated, competent perspective that helps them gain control of their futures without a high pressure sales environment.

With a specialized understanding of retirement savings, benefits, and pension plans, Ryan can help clients answer the most difficult financial planning questions, and help guide them through the maze that is paperwork and technology.

It is Ryan’s mission to give back to the community and help his clients along the path of financial well-being. He does this by providing accurate, relevant education and helping clients develop an understanding of what it takes to preserve and grow their life savings, reduce their tax burden and manage everyday financial risks appropriately. With integrity, transparency, and the heart of a teacher it is his duty and honor to help clients safeguard and grow their life savings.

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