Experience

Ryan began his career 20 years ago after completing his bachelor degree from Winona State University in Business Administration, and since that time he has helped clients manage their wealth throughout good times and bad. He joined UBS in June of 2002 after prior tenures at Olde Discount Stockbrokers and Edward Jones.

With his clients, he emphasizes asset allocation and total portfolio management with a focus on retirement income planning; He also helps them with education funding, structures for charitable giving and estate planning. He is FINRA-registered and holds the Series 7, 63, and 65 securities licenses as well as licenses for life insurance, health insurance and variable annuities.

Ryan and his wife reside in Verona, Wisconsin with their two children.

Nathan joined Ryan's team in 2020 after spending three years working for UBS at the US headquarters located in Weehawken, NJ.  Prior to joining Ryan, he worked in a number of areas as a Financial Advisor within the Wealth Advice Center helping retail investors as well as UBS' corporate stock benefit clientele.

Nathan specializes in wealth management strategies that include cash management, advisory solutions, legacy planning, business exit planning, equity awards and portfolio recommendations.  He is proficient in delivering in-depth retirement planning by utilizing Financial Goals Analysis to help clients achieve their life long goals.

Nathan graduated with both a Bachelor of Science Personal Finance and Economic degree from the University of Wisconsin-Madison. He also holds the highly accredited CERTIFIED FINANCIAL PLANNER™ and CERTIFIED EXIT PLANNING ADVISOR certifications as well as  passed the Level 1 CFA exam. Nathan is excited to be back in Madison and play a bigger part in the community and grow a family with his spouse, Meghan.  Outside of work, Nathan enjoys the outdoors, traveling, spending time with friends, kiteboarding, golfing and playing hockey.