Ryan F. Evans, AIF®, ChFC®, CFP®
Ryan is a managing partner with Blueprint Wealth Advisors, LLC. Since 2004, Ryan has been able to create personalized solutions to help his clients reach their goals. He co-founded Blueprint Wealth Advisors based on the principle 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 is a Chartered Financial Consultant® (ChFC®) professional, an Accredited Investment Fiduciary® (AIF®), and a CERTIFIED FINANCIAL PLANNER™ professional. Ryan 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 401 Retirement Advisor for 2015 and 2016. He has also been named in Chicago Magazine as a **Five Star Wealth Manager from 2013 to 2018.
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 coaching his daughters' sports (except dance!), skiing, fishing, live music, spending time with his family and friends, and he even attempts to play golf from time to time.
*To compile this list, the Financial Times evaluated nominees on seven broad factors and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM) in defined contribution (DC) plans, degree of specialization in DC plan advising, growth in DC plan AUM, the average participation rate in advised DC plans, years of experience as a DC plan advisor, industry certifications, and compliance record. Approximately 540 qualified applications were received; 401 advisors were selected, representing 74.3 percent of applicants. For the full methodology, please visit ft.com. Not indicative of the advisor's future performance. Your experience may vary.
**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. 5,449 award candidates in the Chicago area were considered for the Five Star Wealth Manager award. 435 (8 percent of candidates) were named 2018 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, AIF®
Nick is a managing partner and cofounder of Blueprint Wealth Advisors. 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 holds a BA in finance from the Eli Broad College of Business at Michigan State University and lives in Chicago with his wife, Brigette, and three boys: Thomas, Connor, and Peter. He enjoys coaching his son’s baseball teams, golfing, and is active with the Muscular Dystrophy Association (MDA).
Nick is an Accredited Investment Fiduciary® (AIF®) designee, has been named in Chicago Magazine as a **Five Star Wealth Manager from 2011-2018, is a member of the **Million Dollar Round Table (MDRT). He has also been a guest speaker and member of the National Association of Insurance and Financial Advisors (NAIFA) and currently serves on Commonwealth Financial Network Advisory Board.
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.
*2010 and 2011: Based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, and overall satisfaction.
*2012, 2013, 2018: 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. 5,449 award candidates in the Chicago area were considered for the Five Star Wealth Manager award. 435 (8 percent of candidates) were named 2018 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.
**Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics, and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit www.mdrt.org.
Margot Craig, CFP®
Senior Client Service Representative
Margot joined the team in January of 2020. Since joining, she has become an integral part of the service team by assisting the advisors in day-to-day investment strategy implementation. She works closely with the back office to research investments, compile income strategies, and analyze tax implications on sales of existing holdings.
Margot is a graduate of Georgetown University, where she earned her Bachelor of Science degree in Finance and a minor in French. She has worked in the wealth management industry for 5+ years and became a CERTIFIED FINANCIAL PLANNER™ professional in March 2019. Margot also has experience preparing income tax returns for families and small businesses. She serves on the board of Georgetown’s Alumni Club of Chicago and is a member of numerous women’s networking groups
In her spare time, Margot enjoys running, skiing, scuba diving, and traveling with friends and family. She is also a frequent visitor to the Art Institute and fuels her creative side by painting with acrylics on canvas.
Senior Retirement Plan Service Coordinator
Nora ensures that our clients receive the exceptional service they deserve. As an integral part of our service team, she handles service requests, including but not limited to scheduling appointments and performing administrative and operational tasks for brokerage and advisory accounts. She also serves as a key contact among the financial planners, clientele, and numerous financial institutions with whom Blueprint partners. Because of her knowledge, dedication, and charming personality, clients are sure to have an enjoyable and successful service experience.