Our Team

Before co-founding Capital South Wealth Management, LLC, Ryan was employed in the Life Care Planning industry and worked with individuals who have special needs for 10 years. His passion for helping people led him to his vocation as a Financial Planner in 2012. Drawing on his background, Ryan uses his specialized knowledge to work with families and individuals who have special needs. Ryan and the Capital South Wealth Management, LLC. team, work with the family, life care planners, attorneys, and trustees to coordinate the establishment and management of a comprehensive Special Needs plan. Ryan's goal is to work with professionals to protect individuals with disabilities due to accident or injury, protect their government benefits when receiving a court award or settlement through the use of Special Needs Trust.

Additionally, Ryan has extensive experience working in the retirement plan space. He works directly with entrepreneurs to find the appropriate retirement plan for their business and educates employees on the importance of saving for retirement.

Ryan is an alumnus of Louisiana Tech University and his professional securities registrations include Series 66 Investment Adviser Representative, and Life, Health and Disability Insurance license. Ryan is a CERTIFIED FINANCIAL PLANNER™ Professional, and he is a Chartered Special Needs Consultant®. Additionally, he is a member of the Financial Planning Association. His focus on helping others also plays a role in his community involvement throughout the Baton Rouge area. Ryan is currently on the Board of Directors for Junior Achievement of Greater Baton Rouge and the Board of Governors of the Louisiana Legacy Golf Tournament. When he is not spending time with his wife and four kids, he enjoys serving others by volunteering.

Valerie joined our team as Office Manager in 2023. Prior to coming to Capital South, Valerie worked for 10 years in various capacities including payroll and HR within the barge transportation industry.  Valerie is an LSU alumna with a bachelor’s degree in Business Administration and considers herself a hybrid, having roots in both Michigan and Louisiana. In previous roles, she has served in management positions within the long-term care industry and property management. But her most challenging and rewarding role has been that of mother of 5. When away from the office, Valerie home schools her youngest two and enjoys tending to their backyard chickens, gardening, and discovering 1930s and 40s films with her children.