Ryan Swalwell, CPA, RICP®, AIF®

A job shadow experience with wealth management and financial planning while in high school sparked Ryan’s interest in helping clients reach their financial goals and protect their families. Ryan learned the value of hard work in his youth by spending much time helping on the family farm. In 2020, Ryan and his wife Erin were able to achieve one of their goals by purchasing their 1^st farm and have since added to it with other farmland purchases. Ryan enjoys helping others start their planning journey and work towards their financial goals by using financial strategies they didn’t know existed. He enjoys working with his clients to help implement those strategies.

Ryan graduated from Coe College in Cedar Rapids, IA. Ryan began his career as a Certified Public Accountant (CPA) with McGladrey & Pullen doing audit and tax work.  Ryan’s experience at McGladrey & Pullen lead to investment accounting roles at Aegon USA and Principal Financial Group^®.  After losing his mother in a 2009 car accident and some soul-searching, Ryan’s career came full circle when in 2011 he joined Principal^® Financial Network and started his own Wealth Management and Financial Planning practice.

Ryan currently resides in Altoona with his wife Erin, children Evelyn and Grant, yellow lab Lucky and golden retriever Daisy. Plans are in the works for a move to the country to be closer to family and their farms. In his free time, Ryan enjoys spending time with family, spending time at his in-law’s cabin in NW Wisconsin, watching and coaching youth sports, college football, classic cars, fishing and hunting.