Ryan has been a financial planner for the past 15 years and became a partner at Promus Financial Group after making the strategic decision to merge Utecht Financial with Promus Financial Group in February of 2020. The two firms have always been rooted in the same fundamental planning philosophies so coming together as one cohesive firm was a natural progression.
Ryan has been married to Lisa for over 20 years. They have been gifted three daughters and a son. Ava, Lauren, Elliette and Asher all have helping hearts and a faith in Christ that guides them toward what is right and true. The four of them are interested in too many things to list; needless to say, Ryan and Lisa keep a busy schedule.
When Ryan and Lisa have time, they enjoy working out at the local CrossFit gym, solving the worlds problems over a glass of wine or attempting to create new delicacies in their kitchen.
Operating a successful financial planning practice and managing a family of 6 takes a lot of energy and dedication. Ryan and Lisa believe that it is essential to run hard every day after what matters most, be present with those around you and to engage in life experiences with those you care about.
Cody (Chuck) Riesterer is a partner at Promus Financial Group, LLC. Chuck attended Miami University (Ohio) for his bachelor’s degree and graduated from the Jack Welch Management Institute with his MBA.
As a Wealth Advisor, Chuck provides comprehensive planning to help his clients chase and fulfill their financial dreams. Chuck believes dreams are at the core of every person - where our passion for life is ignited. The ability to dream is a big part of what makes us uniquely human.
As an avid runner and triathlete, Chuck has been competing in cross country and track since high school. Chuck ran cross country and track at Miami University, competing in the steeplechase and 10k. You can find Chuck running outside on a local trail, riding his bike across the Twin Cities, or training for his next triathlon.
Chuck feels that it is essential to continue his education to help his clients at the highest level. Chuck is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, and a Chartered Life Underwriter.
As a partner with Promus Financial Group, David specializes in working with successful individuals and business owners to create comprehensive financial plans that encompass all their assets while understanding the complex relationships between them both. David strives to manage and conquer the financial challenges that his clients and their businesses may face so they can focus more on life and family.
In addition to being a partner with Promus Financial Group, David is a Licensed Insurance Agent with New York Life Insurance Company and a Registered Representative of NYLIFE Securities LLC, maintaining securities Series 7, 65 and 63 registrations. He also holds a Master of Business Administration from the W.P. Carey School of Business at Arizona State University.
David is married to Molly and they have two children. He grew up in South Dakota and he and his family now reside in Celina, TX where they are active in the community and members of Rock Creek Church. David serves on the Golf Committee for the Dallas Theological Seminary.
In his free time, he loves spending time with his family, golf, cooking, and enjoying the outdoors. David is an avid fan of cheering on his children and Celina Bobcat Tennis.
Scott is in his 15th year of being dedicated to his clients and helping them achieve their financial goals and secure their futures while never stopping in his pursue of professional excellence.
Beyond the world of finance, Scott finds joy in the great outdoors. An avid golfer, he enjoys spending time on the green, honing his skills and connecting with friends and clients over a round of golf. When not on the golf course, Scott can often be found exploring the wilderness, indulging in his love for hunting and fishing.
In addition to his professional and personal pursuits, Scott is a devoted family man. He shares his life with his wife, Stephanie, and together they are proud parents to two daughters, one son and one goldendoodle. Scott takes an active role in his children's lives, coaching his son's baseball team and cherishing every moment spent with his family. He is also a member and active volunteer at the North Campus of Prestonwood Baptist Church.
Scott’s life is a testament to the importance of balance, as he seamlessly navigates his roles as a financial professional, outdoor enthusiast, family man, and community volunteer, enriching the lives of those around him in every aspect of his journey.
Jordan joined Promus Financial Group in 2019 as our Director of Operations and is a valued part of our team. She manages the business processes of our office, focusing on client service, the underwriting process, and office financials.
Jordan graduated from Louisiana State University at Shreveport and holds a Bachelor of Arts in Sociology. She began her career as a service team member; specializing in contracting and licensing while serving as administrative assistant to the Managing Partner in the Shreveport General Office of New York Life.
For fun, Jordan runs half marathons. In her spare time, Jordan enjoys reading, traveling (for running, of course) and spending time with her family.
Jenn was hired by Promus Financial Group in 2021 after six years in the professional sports world, specializing in digital marketing, social media management and event planning. Prior to that, she worked in retail banking where her expertise was compliance and providing top-tier customer service. She believes that strong relationships and trust are essential to building successful business and client relationships.
After receiving both her Bachelor’s degree and Master’s degree from Concordia University in Saint Paul, MN, Jenn is actively involved in the community she now calls home. In addition to her role at Promus, she is an Academic Coach with Athletes Committed to Educating Students (ACES). At ACES, she works with middle school students from underserved communities, using sports as a way to engage students in Math and social-emotional learning.
As a two-time melanoma survivor, Jenn is passionate about spreading melanoma awareness and educating her community on sun safety. She is a certified melanoma educator through the Melanoma Research Foundation and acts as an ambassador for Impact Melanoma and LUV: Low Ultraviolet.
Irma joined Promus Financial Group in 2024 as an executive assistant, becoming a valued member of our team. She oversees the office's business processes, with a particular focus on client services and the underwriting process.
She embarked on a successful 16-year career in sales, culminating in her role at Gucci, where she spent five fulfilling years managing the team in Bal Harbor. Her expertise lies in customer relationships, growth strategies, and enhancing customer experience, all of which she believes are fundamental to sustaining a thriving business.
Outside of work, Irma is happily married with two children. She and her family are active volunteers at their local church, where they also lead a marriage ministry. Their involvement in this ministry has not only strengthened their own marriage but has also shielded them from the pitfalls of worldly temptations, paving the way for a stronger foundation for future generations. In her free time, Irma enjoys hiking, cooking and traveling.