Ryan A. Michaelis
Vice President | Partner
CFP®, ChFC, CLU
Financial Planning has been a pillar of Ryan’s career path. After earning his bachelor’s degree from Gustavus Adolphus, he worked at Prudential and then an independent firm. When Ryan found B&E, he was impressed that the firm had a culture that valued continuous learning, gave him the opportunity for growth, and would eventually guide him into a leadership role.
Ryan joined the B&E team in 2017 and has since earned various industry designations: CERTIFIED FINANCIAL PLANNER™ (CFP® Professional), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). Starting as a Paraplanner, he transitioned to a Financial Adviser in 2018, and became an official B&E Partner and Vice President in 2021.
Ryan is a planner with a vision for the future, which serves B&E’s clients exceptionally well. “I don’t feel like I am ‘selling’ anything because I am working towards a solution for a client based on their needs and trying to get them in spot that positions them well for many years to come.” His passion is helping clients with financial planning: bringing it all together — insurance, investments, finances, and estate planning— all With Your Interest In Mind.
His children keep him and his wife Allie busy on the baseball field or spending time at their family cabins. Pretty much anything on or around a lake brings Ryan the peace and perspective he needs to foster fresh-thinking.
