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.
Ryan began his career in Financial Planning in 2007 with Waddell & Reed after he obtained his Bachelor of Science degree in Business Administration at Colorado State University. In his 14 years with Waddell & Reed, Ryan served in various capacities, including Financial Advisor, District Manager, and Managing Principal. In 2018, Ryan co-founded Choice City Wealth Partners, a hard-working team of like-minded Financial Planners in Fort Collins with over 75 years of financial planning experience.
Ryan is a Colorado native, born and raised in Greeley. He and his family (Marissa, Raegan, and Declan) enjoy all things Colorado. Their weekends are filled with cheering on the CSU Rams, snowboarding, golfing, camping, hunting & fishing.
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.
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.
Client Relationship Manager