Ryan Peterson

Ryan Peterson

PARTNER

Ryan Peterson’s breadth of expertise comes from over 20 years of financial industry experience. He built a successful financial planning practice, until transitioning into corporate services for the financial industry. His career has allowed him to experience many different areas of the business, from leadership and training program development, to the creation and implementation of advisory infrastructure for some of America’s largest financial institutions.

Ryan is a family man, and committed to many charitable foundations and causes. He has a sincere passion for making a difference in people’s lives through his work with financial planning and wealth management - a vision that is shared company-wide at Copperleaf.

Ryan holds a bachelor's degree from the University of Minnesota, a master's degree in strategic management from the Carlson School of Management at the University of Minnesota, and his professional designations include Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Counselor (CMFC), and Chartered Life Underwriter (CLU)

 
Ryan Heath

Ryan Heath

Partner

Ryan Heath started his career in the financial industry as an advisor with a Fortune 500 industry leader. He successfully trained and counseled many of the country’s top advisors with his expertise in building sound financial strategies for clients. An entrepreneur at heart, Ryan went on to establish and manage two successful independent financial planning companies.

With his unique career experience and success as an entrepreneur, Ryan is a public speaker, editorial contributor, and past host of the weekly financial radio broadcast - Legacy Financial Hour - that tackled issues concerning today’s financial and wealth management challenges. Additionally, he served in leadership and board positions for multiple industry associations.

Early on, Ryan learned the importance of service and making an impact on the lives of others. This personal aspiration continues today in his role as Partner at Copperleaf as he works to create and protect financial legacies of our clients.