Our Team

Ryan formally joined Retirement Solutions as a Wealth Advisor in 2015 but has been indirectly involved in the business since its founding as the son of Mike and Joanie.  As of January 1, 2024, he was promoted to CEO and owner of Retirement Solutions.  His primary focus is on tracking the markets and ensuring client’s investment selections and asset allocations are properly aligned to their objectives.  Ryan currently holds the Series 7 and Series 66 Securities registrations through LPL Financial.

Ryan was raised in Naperville, Illinois, graduating from Neuqua Valley High School before attending George Mason University where he played Division I Men’s Volleyball.  He graduated with a Bachelor of Science from the School of Management in 2010 and then continued his volleyball career in Belgium, playing professionally until 2011.  After returning to the states, Ryan took several sales roles at companies in Virginia and NYC before joining Retirement Solutions in 2015.

Ryan married Caroline in 2018 and they now have two young, boisterous kids, Charlotte and Ramsey.  Outside of work and family time, Ryan enjoys going to the gym, playing volleyball, golfing, and traveling.

Caroline joined Retirement Solutions in 2021 after working for 20 years in institutional investment management.  In 2024, she became the Chief Investment Officer and a Wealth Advisor.  Caroline brings a wealth of experience from her years working at an equity mutual fund, an investment bank, a private equity firm, a hedge fund, and an outsourced chief investment office (OCIO) where the team managed billion dollar plus client portfolios.

Caroline studied business at the McIntire Commerce School at the University of Virginia, graduating with a Bachelor’s of Science with Distinction in 2002.  She went on to become a Chartered Financial Analyst (CFA) Charter-holder in 2006 and completed her Masters of Business Administration (MBA) at the Tuck School of Business at Dartmouth College in 2007.  

Kristina joined Retirement Solutions in 2015 as an LPL Registered Administrative Associate and was promoted to Director of Operations in 2023. With over 15 years of prior experience in the financial services industry, she brings a high standard for quality service and understanding to help provide the advisors support as they assist clients working toward their financial goals.  Her duties include processing new account applications and paperwork, preparing documents for client reviews and responding to client requests. 

Kristina graduated from Oregon State University with a bachelor’s degree in Finance concentrating on investments, and currently holds her series 7, and 63 registrations through LPL Financial.  She and her husband, John, enjoy spending time with their two grown children, Kellie and Matthew, and one granddaughter.  In her free time, Kristina enjoys being outdoors hiking, biking and walking their two goldendoodles.

Becca joined Retirement Solutions in October 2024 as Assistant Director of Operations.  Her duties are to support the CEO, CIO, and Director of Operations as they manage client portfolios, including client service, financial planning, reporting, trading, and research.

Becca was raised in Central Florida and studied at Rollins College. She graduated in 2018 as Valedictorian with a bachelor's degree in Economics, while playing Division II Women's Volleyball. After college, Becca spent over 6 years in the property and casualty insurance industry as an insurance underwriter and manager before joining Retirement Solutions. Outside of work, Becca enjoys spending time outdoors, playing pickleball and volleyball, reading, and going on walks with her dog, Finn.

Jupiter acts as a culture carrier for Retirement Solutions, bringing a positive attitude and unparalleled enthusiasm to his daily tasks. While his exact age, breed and work experience are unknown, he was rescued in 2012 by Mike and Joanie and has been happily tagging along with the team ever since.