As a CPA and Senior Accountant at Sullivan & Company, Ryan is responsible for preparing tax returns for Individuals, Partnerships and S-Corporations. He has a specialty in preparing trust tax returns for our clients. Additionally, he advises our individual and business clients on tax planning. In the Wealth Management Department, Ryan enjoys assisting clients as they plan for retirement. He provides investment and financial planning advice to business owners on the retirement account options available and which best suits their individual needs. One of his favorite aspects of his job is the ability to advise clients as they begin to save for retirement and educating them on the benefits of saving early.