Ryan Howison, AIF®
President | Financial Advisor
(866) 236-5411
Ryan is an experienced financial advisor with the Accredited Investment Fiduciary (AIF®) designation and President of OnCourse Wealth Management. He focuses on helping families and businesses understand potential investment...
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Patricia Muldoon
Registered Administrative Assistant
Patty is an experienced and fully licensed financial administrative assistant of more than 25 years, previously working at RBC and Wells Fargo before joining OnCourse Wealth Management. Her outgoing personality is evident in her...
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Andrew Lin
Investment Relationship Management
Mr. Lin is one of OnCourse’s primary contacts at SIA. He provides investment updates and client service assistance comprising a wide range of needs. Andrew provides OnCourse with an insider’s look at SIA sophisticated...
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Bev Bouchard
Systems Services
Bev started her financial services career over 20 years ago. She has an extensive knowledge of the industry from both sales experience and compliance regulation. She holds her FINRA Series 24, 7, 4, 51, 66 Licenses. Bev oversees every...
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Chuck Ruddy
Client Services
Chuck helps us with our marketing and supports our client service efforts, including their Social Security benefit claiming options. He manages our financial wellness program, supports our digital presence, produces financial education...
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Lyn Horowitz
Compliance Services
Keeping every aspect of our practice up-to-date with SEC/FINRA, broker-dealer policies, state laws, and insurance regulations takes a lot of knowledge and understanding. Lyn helps to keep our operation, events, and the materials you...
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Shannon Schwarz
Insurance Case Management
Shannon handles our needs at Vanbridge insurance brokerage. From application to issue, Shannon understands the intricacies of getting coverage done right. She understands our operation well because she’s worked with our staff and...
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