VP of Business Valuation Services / Partner
Ryan has earned his Certified Valuation Analyst (CVA) credential and Certified Business Appraiser (CBA) credential from the National Association of Certified Valuators and Analysts (NACVA) and Institute of Business Appraisers respectively. He is currently a candidate for the Accredited Senior Appraiser (ASA) credential. Ryan is also certified by the Appraisal Foundation on the Uniform Standards of Professional Appraisal Practice (USPAP) and has been admitted multiple times as an expert witness by the Financial Industry Regulatory Authority (FINRA) as well as state and federal judicial authorities.
Ryan is an industry authority on value and valuation for investment advisory, wealth management, and insurance-based practices and businesses, having supervised the preparation and delivery of over 5,000 market-based calculation reports for various purposes such as mergers and acquisitions, gifting, divorces, damage claims, C-S Corp. election, estate tax, and institutional lending. Ryan has authored, as well as contributed to, various industry publications and best-selling books on the topics of succession planning, valuation, and acquisition of independent financial service and advisory practices. In 2018, Ryan was recognized as one of the NACVA’s 40 Under Forty honorees for his accomplishments and contributions to the profession.
Ryan has worked with business owners, as well as their attorneys and CPAs to help them understand value drivers as well as the application of valuation theories and principles. He has appraised both controlling and minority interests in closely-held businesses for purposes including mergers and acquisitions, marital dissolutions, partnership dissolutions, damages, litigation support, charitable contributions, gift taxes, and institutional lending, among other things.
Ryan’s ongoing mission is to provide clarity to business owners, attorneys, and CPAs on the topics of value and valuation. Through presentations, editorial work, and authorship of numerous articles, Ryan endeavors to share knowledge with individual advisors and to educate the financial services industry as a whole on how to best value, protect, and grow their highly-regulated and often complex practices. Whether they are buying, selling, protecting value through a death and disability plan, or creating equity pathways to grow the enterprise, Ryan’s contributions have helped thousands of advisors and professionals achieve their business goals.
Ryan is a graduate of Portland State University with a bachelor’s degree in business administration. He is an auto enthusiast, often spotted off-roading in the mountains or racing at Portland International Raceway. Ryan is married to Christina, and together they maintain a very busy household that revolves around their three children—Anthony, Liam, and Maddie.
Warren holds more designations than any other professional at FP Transitions but brings the unique experiences of management of operations, ownership of closely held businesses, long experience in brokerage of businesses, and business appraisal skills and knowledge to the team.
Warren has spent thirty years as a business broker and appraiser. He is a past Chair of the Board of Directors of the International Business Brokers Association, and a twice recipient of their Chairman’s Award for his contributions to their education programs. He serves as an expert witness in matters of business appraisal. He is the past Chair of the Qualification Review Committees of the Institute of Business Appraisers and is also a past Regional Governor of the IBA. Warren’s designations include Accredited Senior Appraiser (ASA) by the American Society of Appraisers; Master Certified Business Appraiser (MCBA); Accredited in Business Appraisal Review (ABAR) by the Institute of Business Appraisers; Master Analyst in Financial Forensics (MAFF); and Certified Valuation Analyst (CVA) by the National Association of Valuators and Analysts. He is pleased to apply his vast experience and expertise to the FP Transitions valuation methodology and to develop improved models to serve independent financial professionals.
Prior to venturing into brokerage and appraisals, Warren was successful in the U.S. confections market: He was President of Curtis Candy, which featured such market successes as Baby Ruth and Butterfinger; as well as President of Cadbury North America, where he oversaw the building of Cadbury's first U.S. chocolate factory in Pennsylvania. He holds a degree in chemical engineering from the University of California, Berkeley, and served as an Infantry Officer in the US Army.
Warren is an avid golfer and frequent traveler. While he has lived on both coasts and played the links from Pebble Beach to St. Andrews, his partnership with FP Transitions allows him easier access to his favorite course, the Bandon Dunes on the Oregon coast.
Marcus is an oenophile that holds Series 7, 63 and 66 securities licenses, with a degree in international economics, which makes him a really smart wine connoisseur.
Prior to joining FP Transitions, Marcus was exploring his life-long dream of producing world-class wine by working at two pioneering Oregon wineries, Lange Estate and Erath. While assisting in the production of multiple award-winning wines, he began to miss the warm, safe, and less physically demanding nature of his former life in the financial services industry.
With 15 years of industry experience in multiple roles at TD Ameritrade and Securities America, Marcus’s varied experience has included everything from recruiting financial professionals to working to develop the first ever online brokerage window in a 401(k) plan. Through it all, his focus has been to assist investment professionals in achieving their goals through identifying and implementing best practices in business development, practice management, succession planning, and technology integration.
Marcus’s passion is creating new products and services. He had the rare opportunity to join Ameritrade while it was still family owned and was there during the development of many new lines of business and technologies. At FP Transitions, Marcus is responsible for the support and evolution of FP Transitions’ popular Equity Management System® (EMS), helping thousands of advisors learn how to manage the equity of their practices and businesses.
Marcus earned his B.A. in international studies (international economics) at the University of Nebraska, with dual minors in German and economics. He lives in Tigard, Oregon, with his wife Mary Stuart and their three lovely children, Cole, Madeline, and Lauren.
Marcus’s perfect vacation is a trip to Burgundy spent crawling through cellars, tasting barrel samples of Grand Cru Burgundy with the winemakers and discussing the different vintages and winemaking techniques, followed by a trip to the Côte d'Azur for some sail/beach time on the Med.
Continually on the forefront of supporting independent advisors, Scott brings both vision and extensive experience to the table.
Scott started at TD Ameritrade just before the turn of the century and spent the last decade helping them build their Advisor Services division. He was one of the first employees dedicated to launch that effort, and he helped them scale all the way up. In fact, Scott was so dedicated to serving advisors to the best of his ability that he earned his CFP® designation in 2010, helping him gain a deeper understanding the unique challenges advisors face.
While at TD Ameritrade, Scott wore a variety of hats. For example, he spent a decade serving as their Director of Sales and Relationship Management and led a nationwide team supporting emerging registered investment advisor (RIA) practices. Prior to his leadership roles, he was also named as his team’s salesperson of the year three times, which attributes to his consultive approach with his advisors.
What drives Scott is the opportunity to sit across the table from the partners of an advisory practice, helping them shape —and then achieve —the vision for their business. Scott says, “I want to do what I can to elevate the public understanding of, and trust in, the independent model.” He believes that helping advisors create enduring, transferable businesses plays a huge role in that effort.
Scott chose to join FP Transitions because he sees us as a pioneer in supporting independent advisors. As a Senior Consultant here, he can tap into his extensive expertise to help advisors grow and protect their business. He sees particular value in leveraging our Equity Management System™ to help advisors compare their practice valuations to industry peers and to identify opportunities to maximize that valuation.
Scott is also a seasoned and talented golfer who has played in the Nebraska Mid-Amateur Golf Championship twice. He and his wife have completed the Tough Mudder five times. Together, they enjoy watching Creighton Bluejays basketball with their three daughters. And if you need recommendations for a dinner pairing, ask Scott. He’s earned the Level 1 and Level 2 awards in wines from the Wine & Spirit Education Trust (WSET).
Senior Business Appraiser
Jeremy is a class act, world traveling musician and comes to FP Transitions from the land of the Chicago Cubs.
Prior to joining the FP Transitions team, Jeremy earned his finance and economics degree from Portland State University. While at school, Jeremy coordinated various insurance and financial services activities, including financial budget allocations, insurance renewals, and risk management oversight for seven Oregon state universities.
Jeremy brings his passion for analytical challenges to FP Transitions’ Valuation Department. Jeremy enjoys the complexities, challenges, and analysis that are required of a business appraiser. One of his main passions is working closely with clients on each appraisal to gain an understanding of how they built their business and shaped their future expectations. He gathers and analyzes both macro and micro level economics that could potentially influence those future expectations. Jeremy uses this analysis to help the clients make both short- and long-term tactical decisions to increase their value proposition given their desired exit strategy. As an appraiser, Jeremy has worked with over 700 financial advisors to help them understand the value of practice and the key value drivers.
Jeremy is a current member of the National Association of Certified Valuators and Analysts (NACVA) and has earned the Certified Valuation Analyst (CVA) accreditation.
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Born with a golf club in his hand, Mike brings fun, light-hearted humor, and enthusiasm for life to FP Transitions.
Mike has played golf for as long he can remember and achieved his first hole-in-one at the age of ten, so it should come as no surprise that he played golf for Oregon State University while he studied journalism.
In his early career, he found himself working in business and advertising, and eventually landed a job with Nike Golf as a sales representative for golf apparel. Winning both the Regional and National Sales Rep of the Year awards, he helped develop the concept for the Mobile Pro Shop when he noticed apparel and equipment were competing for the same business. The Mobile Pro Shop is now considered an industry standard in the golf business.
With the spirit of an entrepreneur, Mike built a business from scratch and later sold it. As a former business owner, Mike understands the financial and emotional hurdles that go into selling a business, and he brings that experience with him to the FPT team. Mike works across multiple departments, including Business Development, Legal, and Valuation & Member Services. He supports clients and helps them navigate their experience with FP Transitions, ensuring each client gets the most out of their engagement and has the best experience possible.
In his free time, you can find him playing golf or enjoying the Oregon outdoors with his two daughters. He continues to play competitive amateur golf in the Pacific Northwest.
Equal parts explorer and analyst, Julia enjoys working with advisors to learn the story behind their numbers.
The role of a business appraiser at FP Transitions is both qualitative and quantitative in nature, and Julia’s background underscores the special kind of work that she does for advisors. Hailing from New Hampshire’s Lakes Region, Julia pursued a dual major at the University of New Hampshire in information systems and business analytics before graduating with a degree in finance and economics. After studying investment markets and financial scandals, Julia has come to appreciate the need for accuracy and honesty in the valuation work that she performs.
During her time in college, she explored and nurtured her passion for business and professionalism as a member of the professional co-ed business fraternity, Alpha Kappa Psi, and as a member of her college’s Women in Business club. She exercised her passion for traveling when she spent five months studying in Budapest, Hungary, explored Eastern Europe, and visited her roots in Germany. It was her passion for travel and exploration that led her to the West Coast where she was able to soak in much of Oregon’s natural beauty.
Recently, Julia was granted an opportunity that led her back to the East Coast. Her new location takes her much closer to where she grew up so she is thoroughly enjoying quality time with her family. She will be continuing her role as a business appraiser with FP Transitions, albeit, from across the country! We hope her sense of wanderlust, and her love of Oregon will bring her back to us for frequent visits.
If you ever need to find Julia, look both high and low, because when she’s not working she is most likely to be found climbing a mountain or relaxing on a beach!
Ethan was born and raised in Tualatin with his fraternal twin and dog Buddy. An avid sports fan, he spent his summers in the ball park working as an umpire which helped him develop a life-long sense of fairness, accuracy, and team loyalty.
Ethan’s curiosity and desire to meet new people led him to downtown Portland, where he graduated from Portland State University with a bachelor’s degree in Finance. He joined FP Transitions during the summer of 2020 as a Valuation Analyst. In this role, Ethan performs analysis on financial reports and connects with clients to review business data, certify accuracy of information, and provide answers to any questions they might have along the way.
Ethan is a dedicated, detail-oriented person who adds to the stability and cheerfulness of the FPT team. What he likes best about working for FP Transitions is that he gets to work with great people every day. Ethan has a fun and curious personality. In addition to being a lifelong Boston Red Sox fan, Ethan is also a world traveler–next on the list, France!
EMS Associate Consultant
An avid outdoorsman and basketball aficionado, Parker brings his love of the game to FP Transitions.
Growing up in Portland, Oregon, Parker's zest for the outdoors goes beyond the mountains of the Pacific Northwest. For the past four summers, he's traveled to a different national park for a week-long backpacking trip to explore everything nature has to offer. Whether it's backpacking, hiking, camping, or skiing, being active (and outside) is what drives him.
Once outdoor season is over, Parker can be found at his favorite local brewery enjoying a Hazy IPA while rooting on his hometown basketball team, the Portland Trail Blazers. His passion for basketball started in 2007 when he watched Brandon Roy slice teams up and down the court. From there, his fascination grew. He diligently studies the NBA news and is the source for "all things basketball" at the office.
Parker graduated from Gonzaga University with degrees in financing and supply chain management. While at Gonzaga, he led a project that turned empty dorm rooms into study spaces. Seeing the struggle between students who needed to unwind with those who needed to study, Parker worked with the university to install white boards and study desks in unused dorm rooms. The result was more space in the common areas and more capacity for students to both work and play.
As membership coordinator of our EMS® program, Parker helps clients analyze their valuations, manages their project timelines, and provides advice on our various consulting tracks.
From archaeology to block printing, Stephanie's talents know no bounds.
Originally from San Francisco, Stephanie and her family moved to Portland when she was a young girl. She later returned to California to attend the University of San Diego to earn degrees in both French and history. With a true love for learning and travel, Stephanie turned her attention to archaeology and pursued a master’s degree from Newcastle University in Newcastle upon Tyne, England. One of the highlights of her time there was participating in a summer-long archaeological dig in Maryport, England.
While in England, she started monthly historical walking tours and brought the tradition home with her when she returned to the States. Once back in Portland, she went on to work at the Portland’s Children Museum, where she meshed her interest in science and exploration with helping visitors get the most out of their experiences. A genuine people-person and natural-born crafter, Stephanie brings her expert interpersonal skills and creative flair to the EMS team.
As EMS coordinator, Stephanie provides client support and helps members manage their accounts. When she’s not at the office, she can be found with her nose in a book or getting her hands on her next craft project.
Sam brings a lot to our FPT team and clients with his unique blend of a zest for life and a dedication to consistent, accurate work.
A lifelong Oregonian who takes a backpack trip to a new location in the Beaver State each summer, it’s no surprise that Sam stayed in-state for his college education. At Oregon State University, he was something of an overachiever, graduating with majors in both Mathematical Economics and Sustainability and a minor in Asian Language and Culture. Still, he somehow managed to squeeze in coaching his Greek Life team in the All University “Sing!” performance.
While completing his studies, Sam worked at Cellular Sales, Verizon’s primary Authorized Retailer, and was their top salesman of the month on multiple occasions. There — and in his previous role as an At-Home Advisor for Applecare — he had the opportunity to grow his customer service abilities.
After college, Sam joined our FP Transitions team. He helps our clients evaluate their books and provide FPT with the necessary details to deliver Comprehensive Valuation Reports with the highest level of accuracy possible. Sam sees himself staying on with FPT long-term, tapping into the opportunity to deepen his knowledge about the world of finance and hone his data analysis skills.
Sam’s regular interfacing with clients is one of his favorite parts of his job. He loves the constant change new clients bring to the table, and enjoys how that balances with the more consistent data entry aspects of his role.
When he’s not helping our clients, you can find Sam spending time with his two Holland lop-eared rabbits (Jo and Beasley), gathering his gang of friends for a happy hour or their sport of choice, playing the piano, or learning new recipes in the kitchen. If you ever have the opportunity, you should try his perfectly cooked, never-dry filet mignon.
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Senior Business Appraiser
Originally from Ohio, Aaron is a man about the nation, who has lived in five states, including Oregon. Currently, he resides in Georgia. He holds a BA from Anderson University in Anderson, Indiana.
This is Aaron’s “second stint” at FP Transitions. His first stint with from February 2015 to March 2020. During this time, he worked with both the M&A and Valuations team to help our advisors understand, increase, and monetize the value of their businesses. Aaron accomplished this through deal structure consulting, transaction support, buyer & seller matchmaking, cash flow consulting, market-based valuation analyses, developing cash flow analyses for mergers, and performing certified business valuations for tax purposes. Aaron decided to return to FPT as he admires their thought leadership and the modern solutions they offer the independent financial advisor.
Aaron is a past holder of the Certified Business Intermediary (CBI) designation issued by the International Business Brokers Association (IBBA) and a current holder of the Certified Valuation Analyst. Prior to his “most current stint” at FPT, Aaron worked with the Business Solutions team at LPL Financial and did practice management consulting as an outsourced CFO to LPL advisors. His portfolio of advisors ranged in size from $100M - $7B in AUM and he also served as a subject matter expert and consultant for other CFOs on the team.
As our Senior Business Appraiser, Aaron helps our advisors measure and assess the value of their life’s work. He works with his fellow professionals in the Valuations Department to develop and implement new and improved solutions that help our advisors drive actionable change within their businesses and support FPT’s goal of being the premier consultant for the independent financial advisor.
When not assisting our advisors, Aaron enjoys traveling (he spent the summer after college traveling around East Africa, picking up a nominal understanding of Swahili, and eating his weight in chips and mishkaki), being on the beach, and staying physically active. He also enjoys attending sporting events, specifically baseball and Ohio State Football. A caffeinated individual, he has four different coffee brewing methods at my disposal – and uses them each frequently.