RYAN TOTTEN

Born and raised in the suburbs of Cincinnati, Ryan currently lives in the Eastgate area with his wife and two dogs. He is a graduate of Lakota West High School and earned his Bachelor of Science in Small Business Management from Miami University. After several years of developing his expertise within the financial industry, Ryan furthered his education by obtaining a Master’s Degree in Finance from Purdue University.

Ryan is known for delivering a high level of client-focused service that helps create a welcoming and professional office environment. His role at the firm centers on servicing client accounts with a holistic approach to retirement and financial planning, ensuring strategies are thoughtful, detailed, and aligned with each client’s long-term goals. His ability to work closely with clients and clearly communicate complex financial concepts allows him to provide advice with precision and care.

In addition to financial planning, Ryan is one of the firm’s tax professionals, specializing in both individual and business tax returns. This expertise allows him to collaborate closely with clients to identify opportunities, manage risk, and safeguard their financial well-being.

Outside of the office, Ryan enjoys golfing, playing board games with his family, and exploring Cincinnati’s best local restaurants.