Ryan F. Evans
Ryan F. Evans is a managing partner with Blueprint Wealth Advisors, LLC. Since 2004, Ryan has been helping families create, preserve, and protect wealth by developing and implementing their personalized financial ‘Blueprint.’ He co-founded Blueprint Wealth Advisors based on the principal that every recommendation made is dependent solely on the client’s individual needs and not those of the typical Wall Street business model where a firm sells its products to meet its sales goals.
Ryan has also developed a specialty working with retirement plans—defined benefit, defined contribution (401(k)/403(b), and nonqualified plans—for a variety of institutional clients, including corporations and not-for-profits. His main focus is on helping participants achieve retirement security while simultaneously helping his plan sponsor clients meet their fiduciary responsibility and minimize both personal and organizational risk.
Ryan is a CHARTERED FINANCIAL CONSULTANT (ChFC®) professional, an ACCREDITED INVESTMENT FIDUCIARY (AIF®), holds the FINRA Series 7 and 66 securities registrations, and received his bachelor's degree from The University of Illinois Champaign Urbana. Ryan is proud to have been recognized as a Financial Times Top 400 Advisor for 20151 and Chicago Magazine’s Five Star Wealth Manager Award since 20132.
Prior to joining Blueprint Wealth Advisors, Ryan was an options trader on the floor of the Chicago Board of Options Exchange for five years. He lives in Elmhurst with his wife, Andria, and his two daughters, Abigail and Delaney. Ryan enjoys anything outdoors, music, spending time with his family and friends, and in his free time he attempts to play golf.
1. The Financial Times 400 is based on each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials, and accessibility. For the full methodology, please visit www.money-media.com/ft400.shtml. Not indicative of advisor’s future performance. Your experience may vary.
2. Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,411 Chicago wealth managers were considered for the award; 726 (21 percent of candidates) were named 2016 Five Star Wealth Managers (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Nick Wilkins is a managing partner and cofounder of Blueprint Wealth Advisors. Nick believes that clients make their best financial decisions within the context of a formal, comprehensive analysis that addresses all of the major aspects of their financial lives. Each new client relationship begins with a thorough examination of the client's goals and resources. Nick then helps the client objectively evaluate a variety of potential solutions and clearly explains the “trade-offs” inherent in these financial decisions before any products or services are implemented. As clients are best served by a team approach, Nick works on their investment and insurance needs, while also working with his clients' tax and legal advisors to help ensure that the interrelated details of their financial strategy are integrated to efficiently work toward the client's objectives.
Since 2001, Nick has helped hundreds of executives, business owners, and families achieve greater financial confidence by improving their financial, investment, and estate planning strategies. Nick has been awarded the 2010, 2011, 2012, and 2013 Five StarSM Wealth Manager Award 1 and has been featured in the November issue of Chicago Magazine for the past four years. He is an Accredited Investment Fiduciary® (AIF®) and a qualifying member of the Million Dollar Round Table (MDRT)2. He has also been a guest speaker and member of the National Association of Insurance and Financial Advisors (NAIFA). Nick holds a BA in finance from the Eli Broad College of Business at Michigan State University, is an avid golfer, and lives in Chicago with his wife, Brigette, and their two sons, Thomas and Connor.
Nicholas Wilkins is proud to have been recognized as a Winners Circle advisor for 2015—a distinction that places him among the top 30 percent of advisors affiliated with Commonwealth Financial Network.
*2010 and 2011: Based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, and overall satisfaction. 2012 and 2013: Based on 10 objective eligibility and evaluation criteria, including a minimum of five years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education, and professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Ted Nebel is an attorney and CFP® designee who joined Blueprint in December 2013. He received his BA, magna cum laude, in economics from the University of Notre Dame in 1968. He then enrolled in the joint law/MBA program at the University of Chicago and was granted his JD in 1971 and MBA in 1973.
Ted began his career at Chicago’s Continental Illinois National Bank, where he spent five years in Trust and two in the Corporate Counsel office. After leaving the bank, he was associated with the Park Ridge law firm of Owens, Owens, & Rinn, where he practiced for eight years, specializing in estate planning and taxation. While at that firm, he extended his practice to include comprehensive financial planning. He was awarded the CERTIFIED FINANCIAL PLANNER™ certification in 1984 and successfully completed the Series 7 (General Securities) exam as well. He later served as an instructor of the Federal Income Tax course (part of the CFP® professional curriculum) at Harper College in Palatine, Illinois.
He has worked with several prominent financial services firms, including New England Mutual Life and Mass Mutual. He has been in his current position since 1990, specializing in comprehensive financial planning, estate planning, retirement planning, and asset management. He is a registered representative and investment adviser representative with his broker/dealer, Commonwealth Financial Network®, located in Waltham, Massachusetts.
Ted is a member of the Financial Planning Association and has served on the Board of the Chicago Loop Council. He also belongs to the Chicago and Illinois Bar Associations, the Union League Club of Chicago, and the Notre Dame Club of Chicago. A Rotarian for more than 30 years, he has served as president of the Park Ridge, Illinois, Rotary Club and as a director and vice president of the Rotary Club of Chicago, his current club. Ted resides in Chicago and has two children and four grandsons.