Ryan Slocum brings over 20 years of experience in office administration, accounting support, and financial services, with a strong background in tax operations and client-focused support. She is known for her attention to detail, organizational strength, and ability to keep complex processes running smoothly in fast-paced environments.
Ryan joined Pennywise in December 2025 as a Tax Assistant, where she supports Co-Founder Jackie Williams and the broader tax team. In this role, Ryan primarily manages the administrative and preparatory work that allows senior tax advisors and CPAs to focus on high-level strategy and client consultation. Her responsibilities blend accounting support with administrative assistance, ensuring accuracy, compliance, and efficiency across client engagements.
Throughout her career, Ryan has held leadership roles in office administration and management, overseeing client correspondence, onboarding, billing, payroll, bookkeeping, and staff coordination. She has prepared and reviewed tax returns, advised clients on financial management strategies, and ensured compliance with federal, state, and local regulations. Her experience also includes financial services, where she assisted clients with investment decisions and retirement planning while maintaining strict regulatory standards.
Ryan holds a Master of Business Administration and takes pride in being a reliable, behind-the-scenes force for both clients and colleagues. She is passionate about supporting advisors and clients alike by bringing structure, clarity, and consistency to every aspect of the tax process.