Financial Advisor
Partnering with 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 where he became a CERTIFIED FINANCIAL PLANNER™. Additionally, Ryan is an Enrolled Agent (EA) tax professional and holds the Chartered Financial Consultant® (ChFC®) and Certified in Long Term Care (CLTC®) designations. 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.
Financial Specialties
- Retirement Planning
- Insurance Strategies
- Charitable Planning
Financial Certifications
- CFP®
- EA
- ChFC®
- CLTC®
Volunteer Organizations:
- Secure Futures
- Alzheimer’s Association
- Holy Angels Catholic Church
- Habitat for Humanity
Pet:
Goldendoodle named Piper
Favorite Restaurant:
The Melting Pot
Favorite Letter:
R – first, middle and last name all start with R
Favorite Sports Team:
Green Bay Packers
Associations
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260