Alex Egstad CFP®
Alex works with individuals, families, and small business owners on the money questions that come up over a lifetime. How much to save and where to put it. How to turn savings into a paycheck once the paychecks stop. What a house or a business purchase does to the rest of the plan. How taxes factor into each decision. And what happens to what's left when you're gone. He came to Egstad Wealth Management from corporate finance, where he worked as a Senior Analyst at Kohler Company.
He grew up in Tomah and serves on several local boards and finance committees.
Outside the office, Alex is usually outdoors with his wife Allysa, their two-year-old son Matthew, and their dog Nali. They camp and hike Wisconsin's state parks, and the family is working on visiting all 63 US National Parks. He also hunts, fishes, and golfs. Not well, but he golfs.
Alex holds his CERTIFIED FINANCIAL PLANNER® certification. He also holds his Series 7 and 66 securities registrations through LPL Financial along with Life, Accident & Health and Variable Life/Variable Annuities agent licenses.
Registered States:
AL,AZ,CA,CO,FL,IL,MN,MT,NC,TX,VA,WI
Ryan Egstad CFP®
For over 30 years, Ryan has been helping his clients invest their hard-earned money through the ups and downs of the financial markets.
Ryan earned his Bachelor of Business Administration from the University of Wisconsin – Madison. He also is a Certified Financial Planner™. Subsequent and concurrent to entering the financial services industry, Ryan owned and operated Egstad’s Ben Franklin Store in Hillsboro for 13 years.
He enjoys spending his time hunting, fishing and traveling with his family and friends. Ryan and his wife Shelly live in Tomah.
Matt Krause
Matt is a Client Service & Operations Associate at Egstad Wealth Management, focusing on client service and helping with day-to-day operations of the office. Matt Previously worked in the Event Management space and graduated from Minnesota State- Mankato with a Bachelor of Science degree in Recreation, Parks, and Leisure Services.
Matt enjoys spending time with family and friends, going to sporting events and concerts and doing anything in the great outdoors. His favorite vacation destination is going on his annual bourbon trail trip with friends in rural Kentucky.
Matt recently completed his Wisconsin Life & Health Insurance exams and is in the process of pursuing his securities licenses.