Rian Waterman

With over 15 years of experience in both the financial and legal industry, Rian stands out as a passionate and committed professional dedicated to offering dynamic and holistic wealth management services to high-net-worth individuals, families, and institutions across the nation. Rian's mission is to assist clients in defining their objectives, exploring various avenues, and realizing their vision through an iterative and adaptable planning approach that caters to their evolving needs and circumstances.

Rian's professional journey began in the private practice of law, where he specialized in mergers and acquisitions, corporate finance, securities law, and trust and estate planning. Transitioning into wealth management, he began his journey with a boutique investment consulting firm before joining Goldman Sachs PFM and United Capital Financial Advisors.

Born and raised in the Midwest, Rian calls the Iowa Quad Cities along the Mississippi River his home, where he resides with his wife and two children. When he's not at work, attending to family matters, or volunteering, Rian enjoys playing golf with his father.