Who We Are

Ryan T. Shepherd CFA, CFP®

Director of Financial planning

Ryan graduated Summa Cum Laude from Hanover College in 2008 with a double major in Business Administration (Finance) and Ecumenics (Ethics) and a double minor in Economics and Classical Greek. Prior to joining Wealthquest, Ryan gained several years of financial experience working for institutions such as UBS Wealth Management and the Asian Development Bank in Kathmandu, Nepal. Ryan earned the right to use the CFP® mark in 2011. He then completed the rigorous Chartered Financial Analyst® (CFA) Program to earn the CFA charter, the most respected and recognized investment designation in the world.

Ryan is married and has three children. He very much enjoys spending time with family, playing sports, and dabbling in designing educational strategy games. He and his wife are actively involved in their church and its community activities.

 City of Refuge Center, Healing Center of Cincinnati

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