
Timeline
About me
President at Tangible Wealth Solutions
Education

Colorado state university
2001 - 2005Undergraduate management, finance and real estateActivities and Societies: Sigma Chi Fraternity
Experience

U.s. bank
Jan 2005 - Jan 2008Assistant relationship managerDenver Commercial Real Estate Group

Colorado business bank
Jan 2008 - Aug 2013Commercial Real Estate Lender. Providing acquisition loans, construction loans, rehab loans and term loans on various commercial real estate product types. Multi family, industrial, office, assisted living and home builders. Special Assets Banker with experience in managing a portfolio of graded commercial real estate loans. Negotiate and restructure problem commercial real estate loans. Pursue deficiencies, negotiate note sales, facilitate short sales, and perform cost benefit analysis of the various strategies for restructuring and/or pursuing all possible remedies available to the Bank.
Assistant Vice President
Apr 2011 - Aug 2013Assistant Vice President
Jan 2008 - May 2011

Mackenzie house, llc
Jan 2008 - Jan 2008Financial analystDeveloped project specific and corporate cash flow models for a ground up developer of residential real estate. Primarily focused on senior housing and student housing.

Cobiz private bank
Aug 2013 - Jul 2014Private bankerProvide customized private banking services for high net worth individuals. Areas of expertise include:Lending solutionsWealth ManagementFinancial PlanningInsuranceEstate PlanningTrustsDeposit and Treasury Solutions

Cobiz wealth management
Aug 2014 - Mar 2016Wealth advisorAs a Wealth Advisor at CoBiz Weatlh, Ryan works closely with clients to define, track, modify and achieve their goals. Ryan adds value to the relationship through analyzing the client's entire financial picture and providing weatlh management solutions that are in the best interests of his clients.

Tangible wealth solutions
Apr 2016 - nowPresidentTangible Wealth Solutions is a unique wealth advisory firm that focuses solely on the real estate component of our clients portfolio. In addition to providing advisory services with regards to real estate, Tangible Wealth Solutions has in house real estate brokers for the acquisition and disposition of assets and in house property management to take care of our clients real estate needs in a comprehensive manner.

Emerson equity llc, member finra/sipc
Apr 2020 - nowRegistered representative of emerson equity llc, member finra and sipc
Licenses & Certifications

Series 22
Sept 2017
Certified financial planner
Certified financial planner boardMay 2015
Series 65
Sept 2014
Series 63
FinraMar 2018
Volunteer Experience
Soccer Coach
Issued by Colorado Rapids Youth Soccer Club on Jan 2005
Associated with Ryan Finch, CFP®Trustee
Issued by CoBiz Cares Foundation on Jan 2014
Associated with Ryan Finch, CFP®
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