About me

I am an ambitious and cultured advisor, enthusiastic around providing continuous financial clarity and being a valuable resource to you, your family and your business. I embody an extraordinary blend of cultures and family heritage - I am half Indian and half Dutch. With family scattered across the globe, I've had the privilege of visiting some incredible places, providing me with a diverse and global perspective. 

Get to know my wonderful team

I wouldn't be able to make such a positive impact on my clients' lives without my incredible team! We are dedicated to providing comprehensive financial planning to help clients achieve financial security and peace of mind.

Feel free to reach out to us. We’re here to answer your questions and provide relevant insights to help you achieve your financial goals more efficiently. I've realized that you can do much more and achieve much better outcomes with a great team. You can build your own team for personal growth, and when it comes to financials, our team can significantly impact your financial journey in a positive way.

Photo of Founder & Wealth Management Advisor Ryan M Walterhoefer

Ryan M Walterhoefer

Founder & Wealth Management Advisor

Contact me
Photo of Growth and Development Director Zach Hooker

Zach Hooker

M.Ed.

Growth and Development Director

Contact me
Photo of Financial Planning Analyst Amanda Lynn Bailey

Amanda Lynn Bailey

ChFC®

Financial Planning Analyst

Some of my areas of expertise

Tax-Efficient Strategies

Financial Planning

Business Planning

Investment Planning & Strategies

Life Insurance Strategies