Partner & Financial Advisor
Getting to know each client’s individual situation and seeing them achieve their financial aspirations is what provides Ryan the greatest satisfaction. He takes the time to thoroughly listen and understand what is important to each person for their lifestyle and financial needs before creating a personalized financial plan. Knowing that life is ever-changing, Ryan partners with his clients to ensure their plans are frequently monitored and updated for any future changes.
Ryan graduated from the University of Wisconsin-Madison with a bachelor’s degree in Personal Finance. Ryan is a CERTIFIED FINANCIAL PLANNERTM and Enrolled Agent (EA) tax professional. Additionally, he holds the Chartered Financial Consultant® (ChFC®) and Certified in Long Term Care (CLTC®) designations. He serves on the Financial Planning Association (FPA) of Wisconsin board and is the current NexGen Chair. He actively volunteers at 3rd Decade, a non-profit organization that provides free financial mentoring and education to young adults.
Ryan and his wife, Bri, reside in Hartford with their son, Liam, and goldendoodle, Piper. Outside of Shakespeare, Ryan enjoys spending time with friends and family, traveling and cheering on his alma mater, the Wisconsin Badgers.
- Retirement Planning
- Insurance Strategies
- Charitable Planning
- 3rd Decade
- Financial Planning Association (FPA) of Wisconsin – NexGen Chair
- Habitat for Humanity
Goldendoodle named Piper
The Melting Pot
R – first, middle and last name all start with R
Favorite Sports Team:
Green Bay Packers