Ryan Sullivan, Pe Email & Phone Number

Bozeman, Montana, United States

As the founder of Off the Beaten Path Financial, I combine my engineering precision with a passion for finance to help architects, engineers, and business owners navigate their financial paths with confidence. I work closely with clients to design tailored strategies that optimize their assets, manage cash flow, and build lasting wealth. My goal is to simplify the complex world of financial planning, allowing my clients to focus on what matters most—whether it’s growing their business, pursuing personal passions, or achieving financial abundance.I’m committed to providing personalized, one-on-one financial planning and investment management services that are designed to empower decision-making and give my clients peace of mind. At Off the Beaten Path Financial, every financial journey is unique, and I’m here to help guide the way.

Bozeman, Montana, United States

Continued prior work from Harvey's after merger.At Williams, I started and grew the Engineering Department from the ground up, building a team of 11 and generating over $1 million in annual revenue within five years. My team designed mechanical, plumbing, and electrical systems for high-end residential and commercial projects. I spearheaded the development of a VDC (virtual design and construction) process to streamline prefabrication and enhance field construction efficiency, producing installation drawings and working closely with field teams to navigate real-world construction challenges.As the engineering leader and technical expert, I also drove business development by fostering relationships with architects and contractors while estimating and bidding on projects. My role involved managing resources to ensure deliverables met deadlines, overseeing project budgets and timelines, and reviewing all major deliverables. Additionally, I took charge of employee performance, handling hiring, training, and ongoing development.Beyond project-specific responsibilities, I focused on improving departmental procedures and collaborating across teams to enhance company-wide efficiency. I was dedicated to aligning our department's goals with the broader company vision and led various research and development initiatives aimed at continuous improvement.

Bozeman, Montana, United States

At Harvey’s, I started and grew the Engineering Department from the ground up, building a team of 11 and generating over $1 million in annual revenue within five years. My team designed mechanical, plumbing, and electrical systems for high-end residential and commercial projects. I spearheaded the development of a VDC (virtual design and construction) process to streamline prefabrication and enhance field construction efficiency, producing installation drawings and working closely with field teams to navigate real-world construction challenges.As the engineering leader and technical expert, I also drove business development by fostering relationships with architects and contractors while estimating and bidding on projects. My role involved managing resources to ensure deliverables met deadlines, overseeing project budgets and timelines, and reviewing all major deliverables. Additionally, I took charge of employee performance, handling hiring, training, and ongoing development.Beyond project-specific responsibilities, I focused on improving departmental procedures and collaborating across teams to enhance company-wide efficiency. I was dedicated to aligning our department's goals with the broader company vision and led various research and development initiatives aimed at continuous improvement.

Billings, Montana Area

During my time at CTA I primarily performed HVAC and plumbing system design. I had the opportunity to work on a wide variety of projects, including hospitals, multi-use high-rises, schools, labs, and more. I designed systems ranging from chilled water to VRF, VAV, hydronic, boilers, heat pumps, and packaged rooftop units.I produced detailed construction documents using Revit and AutoCAD, wrote and edited engineering specifications, and collaborated with architects, engineers, and contractors to ensure seamless project execution. I managed budgets, led team members, and resolved field issues through effective construction administration.In addition, I handled cost estimating, proposal writing, and contract management to ensure that each project met both performance and budget expectations.