Ryan Frank, CFP®

Director

Ryan Frank is a Director on the SC&H Wealth team. With more than a decade of experience as a financial advisor, Ryan specializes in solving problems for clients and developing defined financial plans. Dedicated to helping business owners and entrepreneurs grow and protect their wealth, Ryan has advised clients on an array of complex financial planning issues, including:

  • Advisement on business successions
  • Liquidity event planning and management
  • Estate planning
  • Charitable and philanthropic giving

At the end of the day, Ryan believes in working with clients to achieve their short-term and long-term goals.

A graduate of the Patterson School of Accountancy at the University of Mississippi, Ryan also maintains his Series 65 license and is a registered investment adviser representative. He is also a Certified Financial Planner®, and an enrolled life and health insurance agent.

Outside of SC&H, Ryan enjoys spending his free time at his family-owned brewery. He also likes caring for his family’s black angus cattle, hunting waterfowl, and fishing on the Chesapeake.

Areas of Expertise

Wealth

"Individual commitment to a group effort—that is what makes a team work."

Pritpal Kalsi

CEO

“A goal without a plan is just a wish.”

Ryan Frank, CFP®

Director

Ryan Frank’s Insights

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