Ryan Wittig provides the highly individualized client service; and focuses on offering financial solutions that address risk tolerance, time horizon, liquidity needs, and overall investment goals for individuals and their families. He is committed to developing a clear, actionable plan for ensuring that all assets are working toward helping clients achieve what matters most.
Ryan advises clients on wealth accumulation and preservation through the creation of individually customized wealth management strategies. This process includes portfolio analysis, retirement planning, tax-efficiency and hedging strategies, and asset protection—with a specific emphasis on helping to pursue a lifetime income stream during retirement.
Ryan began his career in 1999 at Prudential Financial. He joined Merrill Lynch Wealth Management in 2002, before joining IHT Wealth Management as senior vice president.
Ryan is a CERTIFIED FINANCIAL PLANNER™, which is a designation awarded by the Certified Financial Planning Board of Standards, Inc. He graduated from Illinois Wesleyan University with a degree in finance in 1999, and currently resides in Chicago.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Ryan Wittig provides the highly individualized client service; and focuses on offering financial solutions that address risk tolerance, time horizon, liquidity needs, and overall investment goals for individuals and their families. He is committed to developing a clear, actionable plan for ensuring that all assets are working toward helping clients achieve what matters most.
Ryan advises clients on wealth accumulation and preservation through the creation of individually customized wealth management strategies. This process includes portfolio analysis, retirement planning, tax-efficiency and hedging strategies, and asset protection—with a specific emphasis on helping to pursue a lifetime income stream during retirement.
Ryan began his career in 1999 at Prudential Financial. He joined Merrill Lynch Wealth Management in 2002, before joining IHT Wealth Management as senior vice president.
Ryan is a CERTIFIED FINANCIAL PLANNER™, which is a designation awarded by the Certified Financial Planning Board of Standards, Inc. He graduated from Illinois Wesleyan University with a degree in finance in 1999, and currently resides in Chicago.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Ryan Wittig provides the highly individualized client service; and focuses on offering financial solutions that address risk tolerance, time horizon, liquidity needs, and overall investment goals for individuals and their families. He is committed to developing a clear, actionable plan for ensuring that all assets are working toward helping clients achieve what matters most.
Ryan advises clients on wealth accumulation and preservation through the creation of individually customized wealth management strategies. This process includes portfolio analysis, retirement planning, tax-efficiency and hedging strategies, and asset protection—with a specific emphasis on helping to pursue a lifetime income stream during retirement.
Ryan began his career in 1999 at Prudential Financial. He joined Merrill Lynch Wealth Management in 2002, before joining IHT Wealth Management as senior vice president.
Ryan is a CERTIFIED FINANCIAL PLANNER™, which is a designation awarded by the Certified Financial Planning Board of Standards, Inc. He graduated from Illinois Wesleyan University with a degree in finance in 1999, and currently resides in Chicago.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Tom founded Tall Oaks Advisors in December of 2012. His focus is on Financial Planning and Wealth Management along with advising on Employer Sponsored Retirement Plans.
Tom was born in Summit, NJ and moved to Leawood, KS in 1984.  He attended Kansas State and Baker University, where he earned his MBA.  While still in high school, Tom turned one of his passions into a business by opening a sports collectible store.  Tom owned and ran this for 13 years and became a founding member of eBay Power Sellers.  In 2001, Tom decided to pursue one of his other passions and changed career paths to become a financial advisor with Ameriprise Financial.  Since 2001, he has been helping his clients pursue their financial goals and dreams.  Tom holds a Series 7 securities registration through LPL Financial and a series 66 registration with both LPL Financial and Tall Oaks Advisors as well as life and health insurance licenses in multiple states. He also holds the designation of Chartered Retirement Planning Counselor (CRPC ®).
Tom resides in Overland Park, KS with his wife Beth and their children Thomas and Olivia. Tom is an avid Kansas City Chiefs, Kansas City Royals and Kansas State Wildcat fan. He enjoys spending time with family and friends, playing golf and cheering on his kids at their various activities.
Tom founded Tall Oaks Advisors in December of 2012. His focus is on Financial Planning and Wealth Management along with advising on Employer Sponsored Retirement Plans.
Tom was born in Summit, NJ and moved to Leawood, KS in 1984.  He attended Kansas State and Baker University, where he earned his MBA.  While still in high school, Tom turned one of his passions into a business by opening a sports collectible store.  Tom owned and ran this for 13 years and became a founding member of eBay Power Sellers.  In 2001, Tom decided to pursue one of his other passions and changed career paths to become a financial advisor with Ameriprise Financial.  Since 2001, he has been helping his clients pursue their financial goals and dreams.  Tom holds a Series 7 securities registration through LPL Financial and a series 66 registration with both LPL Financial and Tall Oaks Advisors as well as life and health insurance licenses in multiple states. He also holds the designation of Chartered Retirement Planning Counselor (CRPC ®).
Tom resides in Overland Park, KS with his wife Beth and their children Thomas and Olivia. Tom is an avid Kansas City Chiefs, Kansas City Royals and Kansas State Wildcat fan. He enjoys spending time with family and friends, playing golf and cheering on his kids at their various activities.
Tom founded Tall Oaks Advisors in December of 2012. His focus is on Financial Planning and Wealth Management along with advising on Employer Sponsored Retirement Plans.
Tom was born in Summit, NJ and moved to Leawood, KS in 1984.  He attended Kansas State and Baker University, where he earned his MBA.  While still in high school, Tom turned one of his passions into a business by opening a sports collectible store.  Tom owned and ran this for 13 years and became a founding member of eBay Power Sellers.  In 2001, Tom decided to pursue one of his other passions and changed career paths to become a financial advisor with Ameriprise Financial.  Since 2001, he has been helping his clients pursue their financial goals and dreams.  Tom holds a Series 7 securities registration through LPL Financial and a series 66 registration with both LPL Financial and Tall Oaks Advisors as well as life and health insurance licenses in multiple states. He also holds the designation of Chartered Retirement Planning Counselor (CRPC ®).
Tom resides in Overland Park, KS with his wife Beth and their children Thomas and Olivia. Tom is an avid Kansas City Chiefs, Kansas City Royals and Kansas State Wildcat fan. He enjoys spending time with family and friends, playing golf and cheering on his kids at their various activities.
Tom founded Tall Oaks Advisors in December of 2012. His focus is on Financial Planning and Wealth Management along with advising on Employer Sponsored Retirement Plans.
Tom was born in Summit, NJ and moved to Leawood, KS in 1984.  He attended Kansas State and Baker University, where he earned his MBA.  While still in high school, Tom turned one of his passions into a business by opening a sports collectible store.  Tom owned and ran this for 13 years and became a founding member of eBay Power Sellers.  In 2001, Tom decided to pursue one of his other passions and changed career paths to become a financial advisor with Ameriprise Financial.  Since 2001, he has been helping his clients pursue their financial goals and dreams.  Tom holds a Series 7 securities registration through LPL Financial and a series 66 registration with both LPL Financial and Tall Oaks Advisors as well as life and health insurance licenses in multiple states. He also holds the designation of Chartered Retirement Planning Counselor (CRPC ®).
Tom resides in Overland Park, KS with his wife Beth and their children Thomas and Olivia. Tom is an avid Kansas City Chiefs, Kansas City Royals and Kansas State Wildcat fan. He enjoys spending time with family and friends, playing golf and cheering on his kids at their various activities.
Chad has been a financial advisor since 2008. Chad chose to be a financial advisor because of the importance a well-designed plan has on a client’s retirement goals and eventual success. Seeing the turbulent markets of 2008 and 2009 only strengthened his opinion on the importance of a well-designed financial plan and risk managed investment portfolio. He works with his clients, first by understanding their needs, goals and what is truly most important to them in their financial future. His goal is to have every investor confident with their financial plan and have a portfolio built to weather the uncertainties of the market.
Chad is a CERTIFIED FINANCIAL PLANNER ™. His areas of expertise are: financial planning, retirement planning, tax efficient investing and wealth management. Chad’s passion is building long lasting relationships with his clients and helping them achieve their personal investment goals.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
