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Ryan Woolfson

Ryan Woolfson


Ryan is a Sophomore at the University of Wisconsin-Madison, dual-majoring in Finance, Investment, and Banking and Real Estate. New to the industry, he is driven to learn and grow within the field. He is excited to embrace every opportunity to further develop his skills, and be able to help our clients reach their financial goals. 

Ryan assists advisors with analysis, rebalancing, and administration of client investment portfolios. Additionally, he contributes research and preparation of financial plans and the selection of appropriate investments. 

Outside of work, Ryan enjoys playing basketball, golf, and pickleball, in addition to spending time with friends and family.