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Ryan Halterman, CFP®, ChFC®

Ryan Halterman, CFP®, ChFC®

Financial Advisor & Director of Marketing

Ryan has spent his life surrounded by the financial services industry learning from his father Todd Halterman along the way. Ryan grew up in Tri-Cities, Washington until he decided to attend Eastern Washington University in which he graduated in 2019 with a Bachelor of Arts in Finance.

Ryan worked for the university where he helped develop and run the EWU Center for Entrepreneurship which won numerous awards for best upcoming program in the nation. Ryan's time spent in the Center for Entrepreneurship has provided him with the tools to help create business plans for people's lives helping them with their life goals.

Ryan joined the financial services industry immediately out of college which has led him to joining Marcheso & Associates Wealth Management in 2021. Ryan is focused on educating families and business owners on holistic financial planning as well as helping the firm with its marketing and technology systems. He currently holds the CFP® and ChFC® designations.

In his free time, he likes to play on Lake Coeur d'Alene with family, help support his alma mater, and vacation. Ryan also has a big passion for Health and fitness.