Ryan has over 12 years experience in the insurance and investment industry. In 2008, he partnered with Halperin & Co, in which Halperin & Lax, LLC emerged. Five years later, he acquired the Halperin partnership of the business and merged with his father's business, Marvin William Lax & Company, to establish Lax & Co. Continuing a second generation in multi lines insurance and financial planning, Ryan, a registered financial consultant, specializes in assisting small business owners, executives, retirees and their families. Focusing on this specialty enables him to develop a clear understanding of each clients' needs and deliver personalized service.
Over the past 10 years, Ryan has been trained in numerous aspects of advanced financial planning services, including a variety of specially prepared financial profiles on both a personal and a business directed level.
Ryan is an active member of the Rhode Island Estate Planning Council, and the National Association of Insurance and Financial Advisor. A proud owner of Lion Street, he is also a registered representative of Cadaret, Grant & Co., Inc., based in New York. He is commitment to the community at large is well known. Ryan is a passionate supporter of The Tomorrow Fund, a RI organization that supports families whose children have been diagnosed with cancer, and Lax & Co. is a proud corporate sponsor/partner of this amazing organization.
In his spare time, Ryan is an active member of the community, and involved in several youth sports teams throughout the state. He also enjoys spending time with his wife and four sons. A well rounded leader, philanthropist, community member, and family man, Ryan understands the importance of balance and involvement. These have been and continue to be major contributing factors to his success and relationships with all of the Lax & Co. clients.