Ryan P. Duchak

Partner / Retirement Plan Specialist

Ryan P. Duchak joined The Monteverde Group in 2008 and became a Partner in 2024. As a Partner and Retirement Plan Specialist, he focuses on comprehensive financial planning with a strong emphasis on 401(k) plan design and support for company sponsors. His broad industry experience includes deep expertise in post-employment distribution strategies, helping both organizations and individuals make well-informed decisions.

Ryan takes a personalized, needs-based approach to financial, investment, and insurance planning. By asking the right questions, carefully understanding client objectives, and conducting thorough research, he builds long-term relationships with plan sponsors. His goal is to help design and manage retirement plan features that not only meet but exceed expectations through customized advice and attentive service.

He is a Registered Representative and an Investment Advisor Representative with LPL Financial.

Outside of his professional responsibilities, Ryan is committed to his family and community. He and his wife are raising three children, and he actively coaches many of their sports. In addition, he volunteers his time with local organizations, reinforcing his belief in leadership both inside and outside the office.