Our Associates

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.

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.

Main areas of Focus
  • Wealth Management
  • Financial Planning
  • Business Planning
  • Investment Strategies 
  • Retirement Income Planning
25+Years Experience
A man wearing a blue pinstripe suit and white shirt stands in front of a blurred, colorful background.

Education

Marquette University

Licenses

Series 6, Series 63, Series 65, SIE

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