VETTED

Ryan Veldhuizen

CFP®
Catalyze Wealth Management
Ryan Veldhuizen
Tel: 317-537-7526 550 Congressional Blvd Suite 350 Carmel, IN 46032
Your Life. Your Wealth. Your Plan.
About Ryan Veldhuizen
Drawing on over a decade of experience serving clients, Ryan helps you coordinate and prioritize your life and wealth goals to help you confidently catalyze financial freedom. Through your Atomic Plan, Ryan helps you understand the big picture of how the various and competing components of your plan fit together while providing you with the clarity and detail you need to optimize your cash flow, reduce your taxes, avoid unnecessary risk and fully leverage your wealth to achieve your life goals and passions.

Ryan is a CERTIFIED FINANCIAL PLANNER and graduate of Taylor University with a degree in Economics and Mathematics. He holds a master's degree in Personal Financial Planning and has also studied International Economics at Oxford University in England.

Ryan, his wife, Kathryn, and their three kids live in Carmel, Indiana, where they are active members in their local community. When away from the office, Ryan enjoys coaching sports, serving in the children's ministry at his family's church, playing basketball, hiking and biking with his family, and hopes to one day convince his wife to do an RV vacation out West.
About Catalyze Wealth Management
To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture. No matter what happens in life, our coordinated expertise can help you achieve your goals.

This not only requires the coordination of a team of experts, but also requires leveraging the latest technology to provide you with the ongoing insights, tools, and actionable advice you need to optimize your time and pursue your life goals with confidence.

We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to helping you understand that there is more to managing wealth than just managing investments. The comprehensive services we provide and our fee model reflect this reality.

You can learn more about the Catalyze team and the expertise we bring to your unique situation on our website.
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Our Team

Tyler
Tyler Winkleman
JD

Tyler works closely with you on business and personal matters and provides essential guidance through the process of developing appropriate estate plans based on your unique desires, goals, and objectives.

Tyler graduated Magna Cum Laude from Indiana University's Robert H. McKinney School of Law after studying finance and accounting at Grace College. Having worked in the financial services, accounting, and legal fields, Tyler brings with him varied experiences from which he draws upon as he serves clients.

Residing in Zionsville, Indiana, Tyler and his wife, Erin, enjoy spending time with their three kids while staying active. Tyler enjoys teaching preschoolers at their church, cooking alongside his wife, watching basketball, and beating anyone who will play strategy games with him.

Justin
Justin Stephens
CPA

Justin helps you with tax preparation and planning. He knows the tax strategies and deductions that are available to you and will make sure you take them, while staying compliant with tax laws and filing requirements, so you don't have to worry.

Justin credits his early interest in accounting to his mom who runs a bookkeeping company. He later graduated with a degree in accounting and finance from Cedarville University and is a Certified Public Accountant. Justin's experience in both public and corporate accounting provide a wealth of knowledge and experience as he works with clients.

As a transplant from the East coast, Justin and his wife, Ellen, alongside their four kids now call Westfield, Indiana, home. Outside of the office, Justin spends time serving at their church, watching sports, playing with his kids, and forcing his family to drive the 1,000 mile one-way trip to Disney World in one day, to save money.

Erin
Erin Winkleman

Erin assists you with day-to-day service requests and administration, including opening new accounts and processing of withdrawals, transfers, and deposits. She also acts as a liaison between you and your team of advisors to ensure our advice is based on accurate information.

Erin graduated from Grace College with a degree in accounting and worked for several years in corporate accounting. Her accounting background and attention to detail keep our team running smoothly and efficiently to ensure you receive the highest level of service available.

Born and raised in Central Indiana, Erin continues to call Zionsville, Indiana home, along with her husband, Tyler, and three kids. In the free time Erin doesn't have, she enjoys vacationing and exploring new places with family, serving in their church nursery, reading for fun, and grabbing a hot drink while enjoying good conversation with friends.

General Information
CRD#:

5316123

Firm CRD#:

300078

States Willing to do Business in:

Anderson, Arcadia, Atlanta, Beech Grove, Brownsburg, Camby, Carmel, Cicero, Fishers, Fortville, Greenfield, Greenwood, Indianapolis, Ingalls, Lapel, Lebanon, Lizton, Mc Cordsville, New Palestine, Noblesville, Pendleton, Pittsboro, Plainfield, Sheridan, Westfield, Whitestown, Zionsville, Wilkinson

Years of Experience in Financial Services:

13

Number of Years with Current Firm:

2

Work with the following types of clients:

Businesses, Individual Investors

Compliance
Registered Investment Advisor:

Yes

Registered Representative:

No

Investment Advisor Representative:

Yes

Acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

Have a clean record

Criminal Disclosures in Last 5 years:

Have a clean record

Qualifications & Memberships
Certifications, Accreditations & Designations:

CFP®

Securities Licenses:

Series 66

Financial Organization Memberships:

National Association of Personal Financial Advisors (NAPFA)

Services
Investment Types:

Bonds, Mutual Funds, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments

Can meet clients in the following ways:

Email, Your Office, Phone, Video Conference, Your Home, Our Office

Compensation and Fees
Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$500,000

Compensation Methods:

Based on Assets, Flat Fee

Preferred meeting methods
I provide a free initial consultation:

Yes

13 Years of Experience
Compliance
Registered Investment AdvisorYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsHave a clean record
Criminal Disclosures in Last 5 yearsHave a clean record
Communities Served
AndersonArcadiaAtlantaBeech GroveBrownsburgCambyCarmelCiceroFishersFortvilleGreenfieldGreenwoodIndianapolisIngallsLapelLebanonLiztonMc CordsvilleNew PalestineNoblesvillePendletonPittsboroPlainfieldSheridanWestfieldWhitestownZionsvilleWilkinson
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