Ryan joined the CJBS team in October 2019. As a Senior Tax Associate, he provides tax compliance and consulting services related to personal income, estate and gift tax, and wealth retention strategies. He also offers guidance on taxation of entities under ownership (both partnerships and corporations) to ultra-high net worth clients. Ryan is highly skilled at integrating the specific for multi entity owning tax payers with traditional private family office services. Prior to joining CJBS, he spent one year performing consolidated investment reporting, tax reporting, and estate planning at a private family office.
A thorough and outgoing professional, Ryan’s teammates and clients, alike, love working with him. He was inspired to pursue a career in accounting after observing the compliance to advisory transition occurring in the field. He is excited to act as a valued advisor to his clients—to do much more than simply compliance work. Ryan attributes his career success to his persistence.
Raised in Madison, Wisconsin, Ryan currently lives in the McHenry area with his Cavalier King Charles, Sammy. He is looking forward to marrying his fiancé, Anna, in the near future. Ryan loves to spend his free time exploring new cities—he is thrilled to live so close to both Milwaukee and Chicago.
Little-known fact: Ryan loves spending time on the water. His favorite activities are skiing and wakesurfing.
- University of Wisconsin – Madison
- Bachelor of Science in Economics
- University of Wisconsin – Milwaukee
- IT & Accounting
- Wisconsin Institute of CPAs (WICPA)
- Wisconsin Alumni Association