Ryan Casey, CFP®, CEPA
Ryan is a zero-sales commission investment advisor, financial planner and co-owner of Tilia Fiduciary Partners, Inc. He primarily serves tax-conscious retirees and small business owners with maximizing their eventual business sale proceeds. In addition to serving on Tilia’s Investment Policy Committee, Ryan is responsible for cultivating a team culture committed to clients’ financial success.
Previously, Ryan worked for a healthcare investment bank analyzing healthcare and biotech companies before joining the Marine Corps. As a Captain with a “Light Attack” helicopter squadron, he flew combat missions overseas. He holds the Certified Financial Planner™ and Certified Exit Planning Advisor designations as well as Bachelor and Master of Science degrees from Worcester Polytechnic Institute.
Ryan is active with a number of civic and nonprofit organizations, and is a founding member of the Veteran Business Collective. He is also an alumnus of the Chamber of Commerce’s “Leadership Wilmington” program. Ryan, his wife Kristi and their two children love living in the Port City and enjoy exploring everything it has to offer.