Drawing on over a decade of experience serving dentists, Ryan helps you coordinate and prioritize your personal and practice goals to help you manage a more efficient, profitable practice and confidently catalyze financial freedom. Through your Atomic Plan, Ryan helps you understand the big picture of how the various and competing components of your plan fit together while providing you with the clarity and detail you need to optimize your cash flow, reduce your taxes, avoid unnecessary risk and fully leverage your wealth to achieve your life goals and passions. Ryan is a CERTIFIED FINANCIAL PLANNERTM and graduate of Taylor University with a degree in Economics and Mathematics. He holds a master’s degree in Personal Financial Planning and has also studied International Economics at Oxford University in England. In addition to working one-on-one with clients, Ryan also regularly presents on personal finance and debt management at Indiana University’s School of Dentistry.
Ryan, his wife, Kathryn, and their three kids live in Carmel, Indiana, where they are active members in their local community. When away from the office, Ryan enjoys coaching sports, serving in the children’s ministry at his family’s church, playing basketball, hiking and biking with his family, and hopes to one day convince his wife to do an RV vacation out West.
Tyler Winkleman, JD, CFP®
Senior Advisor
Tyler works closely with you throughout your career on business and legal matters. He regularly reviews and helps negotiate partnership, employment and independent contractor agreements. He advises you on entity formations, practice purchases, practice buy-ins and lease agreements. As you prepare for a practice succession, Tyler provides essential guidance in developing and executing an exit plan. Tyler also guides clients through the process of developing appropriate estate plans based on your unique desires, goals and objectives.
Tyler is a CERTIFIED FINANCIAL PLANNER (TM) and graduated Magna Cum Laude from Indiana University's Robert H. McKinney School of Law after studying finance and accounting at Grace College. Having worked in the financial services, accounting, and legal fields, Tyler brings with him varied experiences from which he draws upon as he serves clients.
Residing in Zionsville, Indiana, Tyler and his wife, Erin, enjoy spending time with their three kids while staying active. Tyler enjoys teaching preschoolers at their church, cooking alongside his wife, watching basketball, and beating anyone who will play strategy games with him.
Justin Stephens, CPA
Director of Tax Services
Justin helps you get out of the trenches and run your practice like a true CEO. He works with you to track and optimize your growth using customized financial reporting tools that give you the information you need to make the right decisions. He knows the tax strategies and deductions that apply to dentists and will make sure you take them, while staying compliant with tax laws and filing requirements, so you don't have to worry.
Justin credits his early interest in accounting to his mom who runs a bookkeeping company. He later graduated with a degree in accounting and finance from Cedarville University and is a Certified Public Accountant. Justin's experience in both public and corporate accounting provide a wealth of knowledge and experience as he works with clients.
As a transplant from the East coast, Justin and his wife, Ellen, alongside their four kids now call Westfield, Indiana, home. Outside of the office, Justin spends time serving at their church, watching sports, playing with his kids, and forcing his family to drive the 1,000 mile one-way trip to Disney World in one day, to save money.
Erin Winkleman
Practice Manager
Erin assists you with day-to-day service requests and administration, including opening new accounts and processing of withdrawals, transfers, and deposits. She also acts as a liaison between you and your team of advisors to ensure our advice is based on accurate information.
Erin graduated from Grace College with a degree in accounting and worked for several years in corporate accounting. Her accounting background and attention to detail keep our team running smoothly and efficiently to ensure you receive the highest level of service available.
Born and raised in Central Indiana, Erin continues to call Zionsville, Indiana home, along with her husband, Tyler, and three kids. In the free time Erin doesn't have, she enjoys vacationing and exploring new places with family, serving in their church nursery, reading for fun, and grabbing a hot drink while enjoying good conversation with friends.
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