Advisor Profile

Ryan Flynn

Senior Director, Wealth Management

Ryan is passionate about helping clients identify, prioritize, and accomplish their financial intentions.

Much of Ryan’s work involves personal and business transition advisory consulting. This often includes collaboration with a client’s professional team to help them attain their goals. He is motivated by helping his clients achieve their personal definition of success and is proud of what it means to be a fiduciary.

Ryan enjoys spending as much time as possible outdoors with his family. Usually, that’s on a hiking trail, on a boat, or behind the wheel of a classic car. He volunteers at his children’s school, is a champion of financial literacy, and coaches little league baseball.


  • CFP®
  • Certified Investment Management Analyst (CIMA®)
  • Member, Investments & Wealth Institute
  • Secretary, Tacoma Estate Planning Council
  • Board member, University of Washington Tacoma Center for Financial Wellness


  • Bachelor of Business Administration, Finance & Entrepreneurial Management, Pacific Lutheran University
  • College of Financial Planning