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.
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We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to helping you understand that there is more to managing wealth than just managing investments.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.
|Firm Start Year:||2018|
|Number of Years with Current Firm:||2|
|Work with the following types of clients:||Businesses, Individual Investors|
|Investment Types:||Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Bonds, Mutual Funds, Alternative Investments|
|Can meet clients in the following ways:||Your Home, Our Office, Via Phone, Via Email, Your Office, Video Conference|
Qualifications & Memberships
|Financial Organization Memberships:||National Association of Personal Financial Advisors (NAPFA)|
Compensation and Fees
|Compensation Methods:||Based on Assets, Flat Fee|
|Organization :||IU School of Medicine|
|Position :||Planned Giving Committee|
|B.A. - Economics||Taylor University
Why should I choose you as my financial advisor?
I am a Certified Financial Planner (CFP®) and have earned a master's degree in personal financial planning.
How do you charge for your services?
Advisory Fees are based on the services you receive, complexity of your situation, and our ability to add value. Investment Management fees range from 0.50% - 0.10% annually. Financial Planning Fees are based on the scope of the project and are always communicated in advance. You will never be assessed a fee without your prior knowledge and written consent.
How are you compensated? How will I pay for your services?
Catalyze is a fee-only firm.
Have you ever been charged with any breaches?
What services do you provide? What are your specialties?
Financial planning and investment management.
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
PRIVATE MEMBER GROUP AT NOTRE DAME FCU
25 Years of ExperienceView Profile