Ryan Brown serves as a Junior Client Associate at Walled Lake Planning & Wealth Management, where he plays an integral role in supporting both the advisory and tax teams. He assists with preparing proformas, conducting tax planning analyses, and developing performance reports and other materials ahead of client meetings. Ryan also coordinates and schedules advisor meetings. Having recently achieved the Enrolled Agent credential, Ryan continues to deepen his tax knowledge to better serve clients’ evolving financial needs.

Ryan graduated from Indiana University, where he studied advertising. He later found his interest in financial services while interning at Brown Brown & Gomberg, an insurance brokerage firm. This role provided him with valuable insight into client relations and the operational side of financial services.

Currently based in Glenview, IL, Ryan brings a thoughtful and analytical approach to his work, driven by a genuine desire to help clients achieve clarity in their financial planning. Outside of the office, Ryan enjoys fishing and wakeboarding on the weekends, often spending time outdoors with friends and family.