Since beginning his career in 2019, Ryan Montanari has been committed to helping individuals and families make confident, informed financial decisions. He started in private practice, building his own client relationships while developing a strong foundation in insurance and retirement planning strategies.
In 2023, Ryan joined the Jim Jack Team, where he contributed meaningfully to both longstanding team relationships and his own growing client group. Working within a collaborative advisory structure has broadened his experience across a diverse range of planning situations while reinforcing his belief in disciplined strategy and personalized service.
The Jim Jack Team merged with Financial Design Group to access expanded operational support, planning resources, and strategic capabilities — all in service of building brighter futures for their clients. Through this enhanced platform, Ryan delivers comprehensive financial strategies designed to help pursue growth, protect, and transfer wealth across generations, while striving to maintain the trusted relationships clients value.
A graduate of the University of Cincinnati, Ryan brings integrity, consistency, and a long-term mindset to every client engagement. He believes financial planning is about building trust, providing clarity, and helping families achieve lasting confidence.
Outside the office, Ryan enjoys football, basketball, and staying actively connected in his community.
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.