Professional Background
Ryan brings more than 17 years of industry experience to his role as an Investment Advisor Representative, focusing heavily on tax optimization, family retirement transitions, and business owner exit planning. Backed by his dual credentials as a CERTIFIED FINANCIAL PLANNER™ (CFP) and Certified Exit Planning Advisor (CEPA), he has the specialized expertise required to break down complex financial challenges into clear, manageable strategies for those he serves.
Education & Designations
- Business Administration, Wartburg College (Graduated May 2009)
- Certified Financial Planner (CFP)
- Certified Exit Planning Advisor (CEPA)
Specialty
Ryan specializes in business owner exit planning, family and individual retirement transitions, and tax optimization to protect your hard earned assets. Through his strategic, process-driven framework, you will gain the complete clarity and confidence needed to seamlessly step into your next chapter and build a lasting legacy.
Advisor Insight
Ryan recognized that traditional financial planning often overlooks the unique, complex needs of business owners. Every day, business owners go to market only to find that most businesses never sell and of the few that do, only a small percentage of owners feel they received what they deserved. By aligning their personal and business finances, his framework allows you to strategically build greater enterprise value and navigate your future transition with complete confidence.
Personal Life
Ryan and his wife, Amanda, live in Altoona with their two beautiful girls. In their free time, they enjoy spending time with friends and family, being active and attending Iowa football games in the fall. Ryan is actively involved in serving his church and coaching his girls’ sports and high school football team as a volunteer.