Formed in 2018, we are a team of Financial Advisors at LPL (formerly Waddell & Reed) with the goal of helping clients navigate their complex financial situations. Our team recognizes that everyone’s financial condition is unique and believes that a strong, personalized relationship drives the foundation for creating the best comprehensive financial plans for our clients. Our highly personalized financial planning process has earned the trust of our many clients and referrals to their family and friends.
Choice City Wealth Partners is a team of hard-working, like-minded Financial Planners. Clients can and may work with one or multiple advisors, all of whom are licensed Financial Advisors with LPL. Every advisor on the team holds the same licenses and can help you in a similar capacity. If your primary advisor is unavailable for some reason, another advisor will be available to assist you. In many cases, if you don’t meet with multiple advisors, we are still collaborating behind the scenes to help ensure the highest level of analysis and support is applied to your accounts and financial plan. So, chances are they will likely have heard your name even if you haven’t met them just yet.
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Ryan has been with Waddell & Reed in various capacities since 2007 after he obtained his Bachelors degree in Business Administration from Colorado State University in Fort Collins, Colorado. Beginning as an advisor, Ryan enjoyed working with clients personally, and in 2013 transitioned to District Manager before becoming the Managing Principal of the division in 2016. Ryan was able to work with many advisors and different client scenarios, but missed the client interaction and returned to his favorite role as a Financial Advisor in 2017 and became a partner Choice City Wealth Partners in 2018. We believe his supervisory experience brings a lot to the team.
Ryan is a Colorado native, born and raised in Greeley. He and wife Marissa have 2 kids Raegan and Declan. Weekends are filled with CSU football games, kids’ activities, hunting, snowboarding, camping, and fishing.
Waddell & Reed is not affiliated with any other entities referenced. 07/19
In 2012, Greg began his career as a Financial Advisor with Waddell & Reed after attending the University of Northern Colorado Monfort College of Business. Greg considers his clients to be friends and has a passion for helping them pursue their financial goals. He feels the most rewarding outcome of his career so far has been the relationships developed with clients and colleagues.
Greg and his wife, Danielle, reside in Timnath. Greg is a Wisconsin native, so on the weekends you can find him rooting on the Packers and Badgers, or enjoying everything outdoors including skiing, snowshoeing, hiking, camping and kayaking.
Debbie was born and raised in Fort Collins and graduated with a business degree from Colorado State University in 1983. She started in the industry in 1984 and has served in many capacities over her career. She gained significant experience after working in back office operations, trading, and as a financial advisor. Debbie is proud to continue serving her mother Lois Schilling’s clients after she recently retired following over a half century of work in the northern Colorado. Debbie lives in Windsor with her two dogs, and has two daughters Amanda and Sammie who live in northern Colorado as well.
In her free time, Debbie enjoys crushing the office fantasy football league.
After graduating from the University of South Dakota in May 2007, Megan moved to Fort Collins where she was a branch manager at a bank until becoming a Financial Advisor with Waddell & Reed in late 2011. Megan holds the Accredited Wealth Management AdvisorSM or AWMA® designation which is course of study encompassing wealth strategies, equity-based compensation plans, tax alternatives, and asset preservation alternatives. Megan loves working with clients through the financial planning process.
Megan and her husband Mike have two kids, Millie and Max, that keep them busy.
Brad joined Waddell & Reed as a Financial Advisor after graduating from Florida Atlantic University in 2015. We believe Brad brings a fresh perspective to client financial plans, portfolios and overall situations. He enjoys following the markets and sharing the complexities of today’s financial system with his clients. He also emphasizes being an early, consistent saver and is able to identify and discern the unique needs of his clients.
Outside of the office, you can find Brad and his wife Lindsay on the golf course, traveling, hiking and riding their bikes throughout Fort Collins and Timnath.
Client Relationship Manager