RYAN HOLLOWAY

My amazing wife, Aubrie, and I grew up right here in Redlands and Yucaipa. Now, we are raising our three kids — Kandyce, Dylan, and Logan — in the same area. When we aren’t busy with school or sports, we love to go camping, travel, stay active, and play board games. We also enjoy visiting local shops and eating at neighborhood restaurants.

Giving back is a priority for us; I’ve served as President of the Redlands Sunrise Rotary Club and currently serve on the boards for the Estate Planning Council of San Bernardino and the Crafton Hills College Foundation. I also help run the Redlands Bicycle Classic as the Sponsorship Director.

Since 2008, I’ve partnered with high-net-worth families and entrepreneurs to master the complexities of their financial lives. My work goes beyond investment management; I have experience with the intricate dynamics of generational wealth, charitable giving and long-term estate considerations, ensuring that the legacy you build today provides for your family for years to come.

For business owners, I provide guidance for unique challenges, including:

• Retirement Plans: Setting up the right structure for you and your employees.

• Cash Flow & Taxes: Working with your CPA on tax strategies.

• Exit Strategies: Creating a clear game plan for when you are ready to sell or retire from your business.

I believe the best investment is in the time we spend getting to know you personally and understanding what matters most to you. By collaborating and building strong relationships with your attorneys, tax experts, and trusted professionals my team ensures you have a holistic plan that puts your goals first. We then act as your coach, keeping you on track and providing steady guidance through uncertain times.

Together, we’ll review your overall picture, help uncover new opportunities and take the right steps to protect your legacy and achieve the milestones that matter most to you and your family.

My amazing wife, Aubrie, and I grew up right here in Redlands and Yucaipa. Now, we are raising our three kids — Kandyce, Dylan, and Logan — in the same area. When we aren’t busy with school or sports, we love to go camping, travel, stay active, and play board games. We also enjoy visiting local shops and eating at neighborhood restaurants.

Giving back is a priority for us; I’ve served as President of the Redlands Sunrise Rotary Club and currently serve on the boards for the Estate Planning Council of San Bernardino and the Crafton Hills College Foundation. I also help run the Redlands Bicycle Classic as the Sponsorship Director.

Since 2008, I’ve partnered with high-net-worth families and entrepreneurs to master the complexities of their financial lives. My work goes beyond investment management; I have experience with the intricate dynamics of generational wealth, charitable giving and long-term estate considerations, ensuring that the legacy you build today provides for your family for years to come.

For business owners, I provide guidance for unique challenges, including:

• Retirement Plans: Setting up the right structure for you and your employees.

• Cash Flow & Taxes: Working with your CPA on tax strategies.

• Exit Strategies: Creating a clear game plan for when you are ready to sell or retire from your business.

I believe the best investment is in the time we spend getting to know you personally and understanding what matters most to you. By collaborating and building strong relationships with your attorneys, tax experts, and trusted professionals my team ensures you have a holistic plan that puts your goals first. We then act as your coach, keeping you on track and providing steady guidance through uncertain times.

Together, we’ll review your overall picture, help uncover new opportunities and take the right steps to protect your legacy and achieve the milestones that matter most to you and your family.