Biography of Ryan McGuire
PERSONAL MISSION
To provide families with financial services that are practical and coordinated, while aligning any resources that may help them or their loved ones with special needs live fulfilling lives.
BACKGROUND
Born and raised in Mineral Point, Wisconsin, Big brother to Caiti, whose lifelong resiliency in the face of challenging diagnoses is the inspiration behind his work.
Bachelor Degree in Economics and Personal Finance from the University of Wisconsin.
Professional Credentials:
- Certified Financial PlannerTM (CFP®)
- Chartered Special Needs Consultant® (ChSNC®)
- Certified Private Wealth Advisor (CPWA®)
Career Highlights: Spent seven years with a national CPA-Based Registered Investment Advisor working with families and business owners across the country.
Taught three semesters in the Personal Finance program at the University of Wisconsin.
OUTSIDE OF WORK
Husband to Abby, a family medicine Physician Assistant and Boston Marathon racer
Dad to a rambunctious toddler and fun-loving Goldendoodle
High school wrestling referee
Avid country music fan, rhythm guitarist, and very amateur wedding singer
Fan of the Green Bay Packers, Milwaukee Brewers and Bucks, and the Wisconsin Badgers
KNOWLEDGE SHARING
Presented at Schwab Impact national conference on their Young Advisor Spotlight panel
Presented at ARC Dane County seminar
Presented for Money Smart Week at the University of Chicago
Various Special Needs Planning lunch-and-learn sessions for lawyers and accountants
University of Wisconsin:
Adjunct Associate Lecturer in the School of Human Ecology
Guest lecturer on careers as a CFP®, first job preparedness, and special needs planning
Academic tutor and mentor, UW Athletic Department
Board Member of the SoHE Personal Finance Alumni Network
PUBLICATIONS & MEDIA
Magazines: Featured as the Professional of the Week in InBusiness Madison
Written on a range of topics including taking ownership of personal finances, social security filing strategies, ABLE accounts, and special needs trusts
SPECIAL NEEDS MEMBERSHIP & LEADERSHIP
Member of the Academy of Special Needs Planners, Former Chair and current volunteer Board Member of Wispact, Inc., a pooled special needs trust administrator