Born and raised in the small town of East Bernard, Texas, Ryan moved to Austin in 2004 after obtaining his BBA in Finance and MBA in Business Administration from Texas State University.
Ryan’s financial expertise ranges from building and serving credit union investment programs to establishing and managing a successful, independent wealth management practice. He has been serving individuals, small businesses, and non-profits around Central Texas for over a decade. Ryan’s passion for credit unions, coupled with his desire to help others, is the basis of his entire financial planning career.
Outside of work, Ryan is an avid runner and cyclist, and he enjoys playing guitar, volunteering as a coach at the YMCA of Greater Williamson County, and playing classic video games with his sons. Check the background of this investment professional on FINRA’s BrokerCheck.
Awards & Certifications
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Fund Specialist® (CFS®)
- 5-Star Wealth Manager Award Recipient (Multi-year)*
- Series 7 registration held with LPL Financial and 66 registration held with Strategic Financial Concepts and LPL Financial
- Texas Life, Health, Accident, and Long-Term Care Insurance Licensed
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014/2015/2016/2017 Five Star Wealth Managers.
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Zachary Jones – Investment Advisor Representative
Zac has worked in the banking industry since 2005, assisting both personal and commercial clients with a wide range of services, and this experience allows him to serve our members in a holistic way. Having an extensive knowledge of both the retail and financial planning sides of credit unions, Zac has helped countless individuals and businesses work toward their goals. He understands that everyone has different objectives, so he does all he can to help our members live and work with intentionality. Without fail, Zac will help our members through a caring, compassionate relationship that seeks to improve their lives.
A native of New Braunfels, Texas, Zac made Austin his home in 2005 after attending Texas State University. Outside of work, he enjoys exercising, traveling and the occasional local craft beer. Check the background of this investment professional on FINRA’s BrokerCheck.
Certifications & Licenses
- Series 6, 7, 63 registrations held with LPL Financial & 65 registration held with Strategic Financial Concepts, LLC, Texas Life, Health, Accident, and Long-Term Care Insurance Licensed
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Strategic Financial Concepts, LLC (SFC), a registered investment advisor. SFC, Wealth Management division of Capitol Credit Union, Capitol Credit Union, and LPL Financial are separate entities. SFC and Wealth Management division of Capitol Credit Union and Capitol Credit Union are not registered broker/dealers.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MO, MS, NY, TX.