
Kirkland, WA
Director of Tax
Ryan is an experienced CPA with over 11 years advising high-net-worth families and business owners. At Compound Planning, Ryan serves as a bridge between technical tax code and actionable financial planning. Ryan specializes in advising clients on liquidity events, QSBS planning, equity compensation structures, and sophisticated trust & estate issues. He partners with wealth advisors to ensure tax planning aligns with a client’s broader financial goals. By translating dense regulatory requirements into clear, strategic insights, he empowers clients to make confident decisions during their most significant financial milestones. Ryan’s caree...
Experience
Baker Tilly
2 years
Frank, Rimerman + Co. LLP
5 years
Qualifications
Certified Public Accountant
Washington State Board of Accountancy
Santa Clara University
Bachelor of Science (B.S.) Commerce, Major: Accounting, Minor: Spanish Studies
Specialities
Liquidity events
QSBS planning
Equity compensation
Trust & Estate
Tax planning
