2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
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.
