Our Associates

Ryan Paulsen
Wealth Management Advisor
Location
Chicago – Wacker Drive, IL

Ryan Paulsen

Ryan has been a wealth management advisor since 2000, working with families and businesses to implement well-rounded wealth management, retirement, and estate strategies to help build long-term tax efficient security.  As a fiduciary planner, he leverages his expertise in providing strategies for helping to manage their risks, accumulating assets for retirement, and providing solutions for employee and executive benefits.

Ryan appreciates any opportunity to meet new people.  He thoroughly enjoys helping others both personally and professionally, while building long-term relationships that last well beyond working years.

Ryan has qualified for Top of the Table for many years, which recognizes the top 1% of producers and leaders in the financial services industry.  A graduate of Marquette University in Milwaukee, WI, Ryan now lives in Glenview, IL with his wife, Kate, and their two beautiful daughters.

In his spare time, he is an avid golfer, plays hockey, and enjoys working on his motorcycles. Ryan also loves spending time with his family and coaching his daughters’ sports teams.

Courtney Gomez

Administrative Assistant
Location
Chicago – Wacker Drive, IL