By Susan Trabucco for the BBA
When walking into the offices of a financial services firm, experience has taught us to expect traditional, conservative décor and a hushed atmosphere. Upon entering Beaumont Village’s Pride Financial Partners, one’s expectations are quickly jettisoned. Here you’ll find warm gray-washed walls, myriad colorful art works created by local artists, eye-popping red chairs that invite you to sit – and an enthusiastic handshake and welcoming grin from co-owner and Pride Financial partner, Ryan Wayman.
Wayman aspires to be approachable, and by all appearances he has achieved it.
Pride opened its doors in Beaumont Village on the memorable date of 11-11-11.
“I came to BV because I lived nearby, loved the neighborhood, loved the people,” Wayman said. “And the community has welcomed me and Pride with open arms.”
Pride’s Beaumont Village office is one of two locations for the approximately 4-year old business; the other is SW Portland. Wayman and business partners Robert Kennedy and Isaac Samsa, all experienced financial services professionals, took skills and knowledge gained from a collective 32 years of working for a global financial services firm and put it to work at this full-service, independent agency.
“We were motivated to strike out on own because we were limited to the products and services offered by the big firm, which didn’t always serve our clients,” Wayman said.
For those who are wondering if the word “pride” in the company name has any connection to the LBGT community, Wayman offers this: “Yes, it does,” he exclaimed with a smile, “But we don’t’ discriminate against those who aren’t!”
The firm also offers financial strategies for another niche; families with special needs.
“We help people create trusts and plans to ensure a special needs child is taken care of through his or her lifetime. It gives the caregiver parents peace of mind, knowing their child will be cared for after they are gone,” Wayman said.
The focus on special needs families is based on personal experience; Kennedy’s nephew has developmental disabilities.
“Others got into the business of providing services to this market segment because they saw it as a way to make money; we do it from the heart, because we have personal understanding of the financial challenges associated with special needs families – we have a real story,” Wayman said.
Personal experience plays a role in another aspect of Pride’s business philosophy – a strong emphasis on giving back to the community; 10% of commission proceeds go to organizations including Phame, Basic Rights Oregon, Equity Foundation and Mt. Hood Kiwanis Camp and Our House – an HIV/AIDS –related care organization. Wayman’s uncle was diagnosed with HIV years ago, and used the services of Our House for end-of-life care.
“We come at the business from personal experience. We’re not in business to make a lot of money, but to make a difference in our community.”
That philosophy was recently recognized by the Portland Business Journal. Wayman was just named a 2014 recipient of PBJ’s Forty under 40 Award, bestowed annually upon professionals who, according to PBJ, “have excelled in their field, shown tremendous leadership and are committed to the community.”
While full-service, Pride emphasizes three core services groups: Financial planning, risk management and wealth management. Wayman, Kennedy and several other financial services staff members address client needs in these areas, with each financial services professional specializing in one area.
“We are all trained and licensed in all areas, and we back each other up,” Wayman said.
To round out what Wayman calls a “one-stop-shop- approach for clients, Pride has a hand-selected network of professionals including an attorney, an auto-health-life insurance specialist, and others with whom they co-brand.
“As corny as it sounds,” Wayman said, “we want to be a sort of quarter-back for a football team.”
At the end of the interview, Wayman shared what he called his most important message.
“People are often afraid to admit and accept where they are in their financial life today. It’s important people come in, learn and understand where they are, and what they need to do to achieve financial security. We don’t judge, regardless of how much or how little you have,” Wayman said.
“And,” he added, “Those with less need more help. It may not be a lot of money for us, but we if help them, they are likely to be clients for life.”
Born and raised: Hillsboro; lived entire adult life in Portland.
Education: Oregon State University – Psychology w/minor in Business
Recent Award: 2014 Portland Business Journal annual Forty under 40 Awards recipient
Address: 4759 NE Fremont Street, Suite A Portland, OR 97213
Fax: (503) 512-5150
E-mail address: firstname.lastname@example.org