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Ryan Valentine

President, Shareholder, Director

Background & Role

As President, Ryan is responsible for the overall management and direction of the company. Having been born and raised in Northeast Wisconsin, he leads the organization with Midwestern values. His broad background includes 20 years of trust experience, business and trust administration leadership, trust operations, and service on multiple nonprofit boards.

Ryan is well-known in the trust industry for having a teacher’s heart and excels at making complex ideas simple. He exemplifies integrity – doing what’s right no matter the cost – and promotes it throughout the organization. Building relationships by helping others with empathy and compassion has led to Ryan’s success with clients and their advisors throughout his career.

Memberships & Associations

  • Board Member and Past President – ThedaCare Family of Foundations, Inc.
  • Board Member and President, St. Mary Catholic Schools Foundation
  • Board Member, ThedaCare Foundation – Appleton
  • Board Member, Estate Planning Council of Northeast Wisconsin
  • Member, Fox Valley Estate Planning Council
  • Member, Green Bay Estate Planning Forum

Education

  • Master of Business Administration, University of Wisconsin – Oshkosh
  • B.B.A., Finance, University of Wisconsin – Oshkosh
  • Cannon Financial Institute – Trust School Graduate
  • Certified Trust and Fiduciary Advisor (CTFA) – Institute of Certified Bankers

Real People. Real Relationships.

Contact

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