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We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to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.
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 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 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 |
| Firm Start Year: | 2018 | |
| No. of Employees: | 2-4 | |
| Number of Years with Current Firm: | 2 |
| Work with the following types of clients: | Businesses, Individual Investors |
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 |
Qualifications & Memberships |
| Financial Organization Memberships: | National Association of Personal Financial Advisors (NAPFA) |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Board Positions |
| Organization : | IU School of Medicine |
| Position : | Planned Giving Committee |
Education |
| B.A. - Economics | Taylor University - |
FAQs |
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?No. |
What services do you provide? What are your specialties?Financial planning and investment management. |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
|
Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
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
| 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 |
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