Ryan Halvorson, CFP®
Advisor
Advisor
Roxanne L. Fickett, CTFA, AEP®, AAMS®
Ryan Meredith
My connection to the industry goes beyond the numbers; it’s about celebrating milestones with my clients, whether it’s a growing family or a new career opportunity.
I like to joke that I was literally born into the industry because I was born on one of the most historical days in the stock market, Black Monday. There was never a doubt in my mind that this is what I wanted to do and from the time I was a young kid, I had my sights set on becoming a financial advisor.
Now with more than a decade of wealth management experience, I bring that same determination and passion as an advisor at TCI Wealth Advisors. I provide tailored advice to help individuals make informed decisions about their financial future. Prior to joining TCI, my professional journey included roles at Merrill Lynch, US Trust, US Bank Private Wealth Management and Morgan Stanley.
Beyond the numbers and charts, building relationships with my clients is what I enjoy most. These relationships go beyond transactions and are founded on trust and understanding. My goal is to create connections that stand the test of time. I’m honored to be a reliable and steady partner with my clients that will last for the next 20-30 years.
I enjoy working with C-suite and Senior Executives at private and publicly traded companies, providing advice and guidance around their equity compensation. Equity compensation can be complex and helping clients navigate through these complexities is what I do best. It allows me to develop a long-term personal relationship with the client from the very beginning.
Fun fact and a bit of trivia about me: I share my birthday, October 19th, with my mom and my oldest daughter, Harper. To add a twist, I was born on my mom’s 29th birthday, and Harper was born on my 29th birthday. Life has a funny way of weaving connections!
Away from the office, I cherish the time spent with my wife Cassie, who I met during our college years at Northern Arizona University. GO Lumberjacks! We now call Colorado home and have two young daughters, Harper and Reese. Together, we enjoy exploring national parks, camping adventures and cheering on the Denver Broncos.
1401 17th Street, Suite 330
Denver, CO 80202
Phone: (303) 296-2196
Fax: (303) 623-1144
ryan.halvorson@tciwealth.comNorthern Arizona University
B.S.B.A Finance and MarketingCFP® – Certified Financial Planner®
Sports Fan
Hiking
Home Improvement
1401 17th Street, Suite 330
Denver, CO 80202
Phone: (303) 296-2196
Fax: (303) 623-1144
ryan.halvorson@tciwealth.com