GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Ryan Casey
Ryan is a zero-sales commission investment advisor, financial planner and owner of Tilia Fiduciary Partners, Inc. He serves mid-to-late stage career professionals, small business owners and tax-conscious retirees who lack the time, desire, or...
ABOUT RYAN
Ryan is a zero-sales commission investment advisor, financial planner and owner of Tilia Fiduciary Partners, Inc. He serves mid-to-late stage career professionals, small business owners and tax-conscious retirees who lack the time, desire, or expertise to manage their own financial legacy. In addition to sitting on Tilia's Investment Policy Committee, Ryan is responsible for cultivating a team culture committed to clients' financial success.
Previously, Ryan worked for a healthcare investment bank analyzing healthcare and biotech companies before joining the Marine Corps. As a Captain with a "Light Attack" helicopter squadron, he provided fire support for Marines in Afghanistan. He holds the Certified Financial Planner™ and Certified Exit Planning Advisor designation as well as Bachelor & Master of Science degrees from Worcester Polytechnic Institute.