Ryan Walter
Client Service Associate
Ryan works alongside Jeff Yost and Lisa Denstorff to serve our clients through trading, reporting, account management, and communications with clients and other professionals.
An Ohio native, Ryan grew up in Toledo, graduating from St. John's Jesuit High School in 2005. He received a Bachelor of Science in Business Administration degree from the University of Toledo (UT). Ryan began his career at Hileman Associates, working his way up to a Senior Pension Analyst with a primary focus on corporate retirement accounts. His duties included working with trustees, ensuring plan compliance within IRS and DOL regulations, and focusing on business development.
Ryan's interest in investing has flourished over time, with an emphasis on working more closely with families to help them achieve their financial goals. He values working in a culture with a client-first approach and was delighted to join SJS in August 2022.
Outside of work, Ryan loves spending time with his wife Nikki and son Edwin, as well as his two dogs Sherlock and Bilbo. In his free time, Ryan enjoys running, international travel, working on projects around the house, and offering a helping hand to family and friends.
SJS Investment Services Founder & CEO Scott J. Savage has been recognized in the Forbes / SHOOK 2024 Best-In-State Wealth Advisors in Ohio ranking, as part of a ranking of wealth advisors within the United States.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
When working with investment managers, we want them to share that same client-first philosophy and sit on the same side of the table with us.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
The Outlook includes our evolving MarketPlus® Investing philosophy by standing on the shoulders of giants, and ways to help protect your personal information and financial assets. We also highlight The Ability Center and look forward to Q2 2024.
SRDAX is a shining example of the value alternatives can bring to traditional stock and bond strategies.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
Isn’t this picture magical? It's Main Street in Sylvania, Ohio, the small town where I founded SJS over 28 years ago!
The SJS Q4 2023 Outlook includes our insights on small town values, MarketPlus® Investing, and planning financially for the new year. We also highlight new SJS Team members and look forward to Q1 2024.
We would like to welcome Jeff Lewis to the SJS Team! Jeff is an Associate Advisor, working alongside Senior Advisors to serve our clients.