Ryan F. Evans, AIF®, ChFC®, CFP®
Wealth Advisor
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 since 2013.
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, and spending time with his family and friends, and he even attempts to play golf from time to time.
*2016 Financial Times 401 Retirement Advisers, created by Ignites Research. Presented in Month Year for the preceding 12 months. 540 advisors were considered, 401 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
**2013 – 2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in October 2022 based on data gathered within 12 months preceding the issue date. 4,912 advisors were considered, 384 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Nick Wilkins, AIF®
Wealth Advisor
Nick is a managing partner and co-founder of Blueprint Wealth Advisors, LLC. For more than 20 years, he has partnered with his clients as their personal CFO and has helped them gain more clarity and confidence in their financial lives. Nick believes the only way to be a true advocate for his clients is to be an independent advisor with a holistic approach. This ensures that he is only beholden to his clients, not a specific company or a product.
Nick is an Accredited Investment Fiduciary® (AIF®) designee, highlighting his commitment to putting his client’s best interests first. He has been named in Chicago Magazine as a Five Star Wealth Manager.1 Nick has been a guest speaker at the National Association of Insurance and Financial Advisors (NAIFA) and a member of the Million Dollar Round Table (MDRT).2 He has served on the Commonwealth Financial Network Advisory Board and currently serves on the Chicago Board of Directors for the Muscular Dystrophy Association (MDA) and the Tripp Healy Foundation.
Nick lives in Roscoe Village, with his wife, Brigette, and three boys, Thomas, Connor, and Peter. He loves coaching his boys in baseball and football. Nick is an average golfer and enjoys skiing, live music, attempting yoga, and spending time with family and friends.
*2012, 2013, 2018 FIve Star Wealth Manager, created by Five Star Professional. The 2018 award was presented in 10/2018 based on data gathered within 12 months preceding the issue date. 5,449 award candidates were considered 435 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. YOur experience 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, presented on a rollling basis based on commisions, premiums, or fees generated within the previous year from investment and insurance products. Members pay annual fees for membership and also to hold out marketing materials. Not indicative of the advisor's future perfromance. Your experience may vary. For more information, please visit www.mdrt.org.
Margot Craig, CFP®
Senior Service Advisor
Margot joined the team in January 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.
Luke Stortzum, CFP®
Senior Financial Associate
Luke joined the team in March 2022. As a senior financial associate, he assists the advisors in helping to support clients’ financial goals and needs. He accomplishes this by getting to know the needs and wants of clients and working with the advisors to help implement plans to help clients achieve their goals.
Luke is a graduate of Marian University, where he earned his bachelor of science degree in management and a minor in psychology. He has worked in the wealth management industry for 4+ years and became a CERTIFIED FINANCIAL PLANNER™ professional in November 2021.
In his spare time, Luke enjoys cooking, hiking, traveling, and spending time with his wife, Kara, and his daughter, Ailee. He is a frequent visitor of the Morton Arboretum and Brookfield Zoo and enjoys sharing experiences in nature with his daughter.
Nora Collins
Director of Client Relations
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.
Sara Peters, FPQP®
Associate Paraplanner
Sara joined the team in June 2022 after graduating from the University of Dayton in May 2022, where she earned her bachelor of science in business administration, with a double major in finance and business economics. Since joining, Sara has become an integral part of the team by assisting with administrative and operational tasks for brokerage and advisory accounts. She monitors daily client activity, helps onboard new clients by opening and administering new accounts, and organizes asset transfers. Additionally, she processes complex securities transactions, wire transfers, and charitable gift requests. Sara provides added value to client relationships through her attention to detail and exceptional customer service.
In her spare time, Sara enjoys reading, trying new restaurants in the Chicago area, and spending time with friends and family.
Elizabeth Meisner
Director of Retirement Operations
Tiah Tam
Operations Manager
Tiah joined the team in May 2023. As an operations manager, she oversees daily operational activities at every level to improve the efficiency and effectiveness of the company. She is responsible for HR, IT, strategy, and process improvement.
Tiah is a graduate of San Francisco State University, where she earned her bachelor of arts in 2017. She has worked in operations in the financial services industry for 5+ years and received her Business Management Essentials certification from Cornell University in November 2022.
In her spare time, Tiah enjoys volunteering, reading, visual arts, frequenting new restaurants in Chicago, and visiting her hometown of San Francisco.
Tommy Clark
Senior Financial Associate
Tommy joined the team in August 2023. As a senior financial associate, he supports the advisors in helping clients achieve their financial goals and needs.
Tommy is a graduate of the University of Iowa, where he earned his Bachelor of Business Administration in Finance in 2014. He has worked in the financial services industry for over eight years and has extensive experience with financial products, strategic thinking, and relationship building.
When Tommy is not working, he enjoys watching various sports, traveling, live music, golfing, fishing, and spending time with family and friends.