Financial Advisor | Omaha, Nebraska
Ryan Brott, CEPA®
DIRECTOR, CHIEF COMPLIANCE OFFICER
Ryan Brott is a Certified Exit Planning Advisor with a BS from the University of Nebraska at Lincoln. After nearly 20 years serving clients at national advisory firms, Ryan became a founder at Ellerbrock-Norris Wealth Strategies.
He has been instrumental in building the mission of ENWS: to help business owners, individuals and couples pursue their purpose – in business, in life, and in their future retirement.
Ryan serves as the Director and Chief Compliance Officer and is an instrumental piece of our business exit planning team.
IN RYAN'S WORDS
“I live in Omaha, but I grew up working on a farm in western Nebraska. When I was actively on the farm, it was hard, unprofitable work. We did it because we loved it. Even though the farm doesn’t exist anymore, it taught me money is an essential tool, but true wealth is beyond money. This is the same belief I come to work with every day.
While away from the office, I love spending time with my wife, Ashley, and our two daughters.”
WHO WORKS WITH RYAN?
Exiting Business Owners
Selling a business is never easy – it’s a major part of your life. Ryan specializes in helping owners efficiently plan their exit, whether you’re selling internally as part of perpetuation plan or searching for an outside buyer.
Executive Leadership Teams
Key personnel planning is vital to your business. It incentivizes your most important people to help grow the company, gives them financial planning assistance outside of the office, and creates a culture of shared success.
Complex Situations
When your net worth reaches a certain limit, your planning gets highly complex. You need to consider the tax implications of every move, find ways to give efficiently, manage investments properly and always have your purpose as your North Star.
ABOUT ELLERBROCK-NORRIS WEALTH STRATEGIES
When it comes to finding a financial advisor in Omaha, Ellerbrock-Norris Wealth Strategies offers something a little bit differently. We are here to help you pursue your purpose. From “mind-mapping” out your goals in life (alongside your significant other) to navigating tax efficiencies, we are here for you. Learn more and get started today.
Connect with Ryan
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