Ryan Watermiller

In his role at Basepoint, Ryan enjoys the challenge of communicating complex financial information and building long-term relationships with clients. He begins each of his partnerships with a series of conversations to discover and prioritize his client’s goals and interests. As time progresses, Ryan works hard to provide consistent service for his clients and help them remain on track to reach their financial goals. 

With a Computer Information Systems bachelor’s degree, Ryan has roughly 10 years of IT experience supporting various investment operations processes. Although he is well versed in technology, Ryan has always been interested in personal finances, which is why he changed career paths to pursue his passion of helping others financially. He feels that because not everyone wants to focus on the financial details of their lives on a regular basis, it’s important to have a second opinion or someone to help them simplify their concerns. 

As a big proponent of financial independence and all the freedom it provides, Ryan looks forward to applying his knowledge and education to his work with clients. 

Outside of the office, Ryan stays active and enjoys spending time outdoors. You can find him on the basketball court, running, biking or making memories with his wife, Tara, and daughter, Nora. They love taking vacations together where they can experience what nature has to offer and find the best trails to hike.

AREAS OF EXPERTISE:

Retirement Planning, Tax Planning, Comprehensive Financial Planning, Wealth Management

DESIGNATIONS & CREDENTIALS:

Certified Financial Planning Professional® (CFP®)