Financial Advisors

Ryan Penniman is a tax consultant and wealth management financial advisor based in Phoenix, AZ.

Ryan joined our team in 2020. His primary focus is on developing financial planning strategies, including cash flow planning, estate planning, tax planning, risk management, and other disciplines that make up holistic wealth management.

Prior to joining the firm, Ryan was a partner with MRA Associates. Ryan also served as a client associate, senior client associate, and client advisor at MRA Associates. In these roles, he gained valuable knowledge in business succession planning, investment analysis, and identifying synergies among client entities for estate and income tax savings. During college, he worked as a research analyst at Fogel Genz and Associates in Scottsdale.

He earned a Master of Taxation degree from Arizona State University. Ryan also holds Bachelor of Science degrees in both finance and accountancy from the W.P. Carey School of Business at Arizona State University, where he graduated cum laude. Ryan is a Certified Public Accountant in Arizona.

In his free time, Ryan enjoys spending time with family and friends, traveling, and exploring the world.