Ryan Shea, M.B.A., CFP®
Certified Financial Planner™
Financial Paraplanner
Areas of Expertise: Investment Management, Tax Planning and Retirement Planning
Ryan’s steadfast commitment to personal growth and serving others makes him a great fit for our group. He brings a strong educational background and over a decade of industry experience to the table. Ryan earned his B.A. in Political Science from Texas Tech in 2006 and later completed his M.B.A. with a concentration in Finance at Baylor University in 2009. In 2016, he also obtained the Certified Financial Planner (CFP) designation. He began his career as an Investment Consultant with Fidelity Investments in Cherry Creek, CO. Later, he served as an Advisor with Merrill Lynch and Charles Schwab in the DFW metroplex.
Outside of Work: Ryan enjoys woodworking and is passionate about home improvement projects. Ryan also loves the outdoors. He once conquered the remarkable feat of hiking two 14ers in one day, Gray’s Peak and Torrey’s Peak, in Colorado. Ryan is actively involved in his community, coaching his boys in team sports, and being actively involved in the Keller/Fort Worth area.
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