Ryan McGuire joins Oak Wealth Advisors in March of 2021 after spending nearly seven years working as a wealth manager within a large, multinational CPA firm. He brings his passion for serving families, like his own, who have loved ones with special needs. Embracing the mission of Oak Wealth Advisors, Ryan is looking forward to educating more families about planning opportunities and helping them maximize their resources.
Ryan first met Oak Wealth Advisors founder, Mike Walther, when Mike guest lectured about special needs financial planning in one of Ryan’s financial planning classes at the University of Wisconsin. In the decade that has followed, Ryan has taught classes at the University of Wisconsin while deepening his knowledge and experience in financial planning and wealth management. Ryan is a CFP® practitioner. He also obtained the Certified Private Wealth Advisor® designation issued by the Investments & Wealth Institute after completing the course work at the University of Chicago Booth School of Business.
In addition to his personal experiences living with a sister with special needs, Ryan has increased his technical knowledge of special needs financial planning. He earned the Chartered Special Needs Consultant®(ChSNC®) designation from the American College in 2018, and in 2020, he was admitted as a member of the Academy of Special Needs Planners. Ryan also served as the past Chair of the Board of Directors of WisPACT, an organization that manages pooled Special Needs Trusts for over 3,000 individuals in Wisconsin.
At Oak Wealth Advisors, in addition to advising clients, Ryan will be leading the innovation efforts to ensure that new opportunities for client service are implemented seamlessly to support the delivery of the best possible client experience with the firm.
Outside of the office, Ryan resides in Fitchburg, Wisconsin, with his wife, Abby, and their Goldendoodle, Remi. In his spare time, Ryan is a master-level high school wrestling official and enjoys playing guitar at the wedding ceremonies of family and friends.
Oak Wealth Advisors is thrilled to have Ryan on our team. Please click to hear from Ryan directly.