Ryan Boatman, CFP®, CPA, MAcc

Ryan is a Principal in the West Des Moines, Iowa office. He provides sophisticated tax and estate planning strategies designed to align seamlessly with each client’s broader financial plan. By collaborating closely with clients’ tax preparers and attorneys, Ryan helps ensure that financial decisions are proactive, coordinated, and purpose driven.

Prior to joining Cerity Partners, Ryan served as a Senior Tax Strategist at Gilbert & Cook. With more than a decade of experience in public accounting, Ryan has developed a deep appreciation for the trust clients place in their advisors. He has seen firsthand how meaningful tax guidance can be — and recognized the opportunity to serve clients more proactively throughout the year. At Gilbert & Cook, Ryan worked alongside the planning team to integrate tax strategy into comprehensive financial plans and annual updates, delivering advice that considers both long-term goals and immediate tax implications.

Clients appreciate Ryan’s ability to translate complex tax situations into clear, digestible guidance. He is known for being a steady, thoughtful presence — especially during periods of transition. Much of his most rewarding work involves helping families and business owners navigate succession and estate planning decisions, allowing them to remain focused on what matters most during pivotal life moments.

Ryan believes we all have a duty to serve others, and he views his role as an opportunity to use his accounting and financial experience to do exactly that.

Ryan remains actively involved with Drake Athletics and regularly volunteers with the University in various capacities. Over the years, he has also supported local nonprofit organizations including the B.Well Foundation and Heartland Youth Choir.

When he is not serving clients or giving back to the community, Ryan enjoys spending time with his wife, Becca, and their two dogs, Murphy and Nigel. He is an avid fan of live sporting events and concerts and enjoys traveling with his family whenever possible.

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