Ryan joined Ellenbecker Investment Group in April of 2023. As a Wealth Advisor, he is committed to assisting clients to understand their full financial picture through proactive listening and dialogue. He believes that through the understanding of your specific financial plan can provide confidence in the uncertainties in life.
Ryan began his career in 2009 holding positions as a Licensed Insurance Agent, loan originator, and private client banker. More recently he held the position as a Wealth Manager with Annex Wealth Management. His focus is on education and understanding in the ever-changing financial environment to develop strategies for individuals and their families.
Ryan graduated from the University of Wisconsin-Oshkosh; continuing to complete his CERTIFIED FINANCIAL PLANNER™ education, including Insurance Planning, Investment, Retirement, Estate and Tax Planning in 2020. In 2015, he successfully passed his Series 6 Investment Company Products/Variable Contracts Representative Exam and Series 63 Uniform Securities Agent State Law Exam. He holds Series 6TO and Securities Industry Essentials registrations. Ryan believes in holistic Wealth Management to understand your full financial plan.
When not at work, Ryan enjoys traveling, outdoor activities such as golf, downhill skiing, soccer, and spending time with his family. Ryan lives in Waukesha with his wife, Kieran, daughters, Olivia and Maya, and their fur family Suki, English Bulldog, and Mini, Tabby cat.