Broker Check

ONCOURSE WEALTH MANAGEMENT TEAM

Ryan Howison, AIF®

President | Financial Advisor

(561) 337-5333

(866) 236-5411

ryan@oncoursewm.com

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

(561) 337-5249

patricia@oncoursewm.com

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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Matt Kim

Investment Relationship Management

There are many reasons we choose SIA as our asset manager of choice for many of our clients’ needs. One of them is Matt Kim. Matt’s ability to translate the investment work at SIA with the risk-matched needs of individual...
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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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