CFP®, ChFC®, CLTC®
Partnering with, walking clients through the financial planning process, and seeing his clients achieve their financial aspirations is what provides Ryan with the greatest satisfaction. During his tenure in this field, he has been able to leverage his technical skill set to assist clients with the planning of their financial future.
Ryan graduated from the University of Wisconsin-Madison with a Bachelor’s degree in Personal Finance. He underwent a rigorous course load through their CFP® Board-Registered Program, passed the CFP® exam in November 2018, and achieved official certification in September 2019. Additionally, he holds the Chartered Financial Consultant® (ChFC®) designation. He is an active member of the National Association of Personal Financial Planners (NAPFA), the Financial Planning Association (FPA) and the Fee Only Network.
In his free time, he enjoys running, traveling, and spending time with friends and family. He is also a big Wisconsin Badgers basketball fan and was fortunate enough to attend the 2015 Final Four in Indianapolis to see the Badgers take down Kentucky. He makes it a priority to go to at least one game a year at the Kohl Center.