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We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to helping you understand that there is more to managing wealth than just managing investments.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|
|I work with the following types of clients:||Individual Investors, Businesses|
|Investment Types:||Mortgages & Real Estate, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds|
|I can meet clients in the following ways:||At your office, Via Email, Via Phone, At my office, At your home, Video Conference|
Qualifications & Memberships
|Financial Organization Memberships:||National Association of Personal Financial Advisors (NAPFA)|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Flat Fee, Based on Assets|
|Organization:||IU School of Medicine|
|Position :||Planned Giving Committee|
|B.A. - Economics||
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 (TM) and graduate of Taylor University with a degree in Economics and Mathematics. He holds a masters 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 childrens ministry at his familys church, playing basketball, hiking and biking with his family, and hopes to one day convince his wife to do an RV vacation out West.
Tyler Winkleman JD
Justin Stephens CPA