As Planner Associate, Ryan reviews and updates clients’ financial plans and investment portfolios, assists Planners with analysis and preparation for client meetings, and provides a primary service point of contact for a group of TNLPG clients.
Ryan moved to Chicago from the Minneapolis area to join our team in July 2018 after receiving a degree in Economics from Carleton College. He has a passion for challenging himself to learn new ideas and skills, as well as a drive to help others achieve their personal goals. This led him to seek a career in the financial planning industry. In his spare time, Ryan can be found playing or watching sports, spending time with family and friends, or spending time outdoors (preferably along the Minnesota North Shore). Ryan uses the same skills he learned as a college basketball player, such as quick thinking, work ethic, and problem solving, to ensure that each client’s needs are met.
TV show: The Office, Westworld
Band/musician: George Strait
Food: BBQ Ribs
Movie: The Guardian, Remember the Titans
Sports Team: Minnesota Timberwolves, Minnesota Vikings
Athlete: Kevin Garnett
Board game: Monopoly
Muppet: Sam Eagle
Dessert: Root Beer Float
Place to visit: Minnesota North Shore
Book: Of Mice and Men
Author: John Steinbeck