Sienna Wealth Management was established in 2022; however, the foundation for its success was laid years prior. Ryan and Benjamin's initial encounter took place in 2017, sparking the beginning of a longstanding friendship, which haphazardly started during a debate about a conference table. Together they shared an Edward Jones branch for about a year while Benjamin completed his office build-out. Despite working in separate spaces, they remained close and acted as mentors, nurturing their respective practices alongside each other. In 2022, both embarked on seemingly separate journeys after recognizing the necessity of departing from their current firm to better cater to their clients' needs. During this season they had the revelation of God calling them to build a unique practice together. Collectively, Ryan & Benjamin bring over 25 years of experience in banking, estate planning, investment management, portfolio construction, insurance, and most importantly partnering with clients to chart their financial course and navigate the markets through-out the years. With invaluable support from their spouses, Bailey and Nancy, Ryan and Benjamin established a family-oriented venture aimed at serving other families in an unparalleled manner. Together, they alleviate the burdens of financial management from their clients' shoulders, so they can focus on the areas of their life that give them joy, meaning, and purpose.
