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Ryan Hervey, JD, CDFA

Wealth Advisor

Office: 515-223-2220
Cell: 515-710-1583
5700 University Avenue, Suite 100
image of Ryan HerveyWest Des Moines, IA 50266

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Ryan Hervey is a Wealth Advisor on our Wealth Management team in West Des Moines. Since Ryan joined Northwest Wealth Management in April 2013, his alliance with Chris Benda has created a client experience that utilizes expertise from multiple disciplines.  Since graduating from the Drake University Law School a decade ago, Ryan’s focus in the planning world allows the Benda-Hervey team to provide a rich discovery process that leads to the alignment of custom legacy planning with custom financial planning.  

Ryan is a 1996 graduate of Urbandale High School, 2001 graduate of Simpson College (B.A. in History & Political Science), and a 2004 graduate of Drake Law School, with honors.

Ryan’s Top 3 Areas of Practice Emphasis:

  1. Legacy Planning – Multi-Generational Planning, Estate Plan Review and Analysis, Trust Design, Insurance Suitability Review, Family Harmony Preservation
  2. Business Transition Planning – Business Valuation, Family Business Succession, Executive Retention and Compensation
  3. Fiduciary Liability Protection Planning – Employer Sponsored Retirement Plans (401k, SIMPLE IRAs, etc.), Trusts, Non-Profit Boards

Ryan’s Top 5 StrengthsFinder® Themes:

  1. Strategic: People strong in the Strategic theme create alternative ways to proceed.  Faced with any given scenario, they can quickly spot the relevant patterns and issues.
  2. Ideation: People strong in the Ideation theme are fascinated by ideas. They are able to find connections between seemingly disparate phenomena.
  3. Maximizer: People strong in the Maximizer theme focus on strengths as a way to stimulate personal and group excellence. They seek to transform something strong into something superb.
  4. Connectedness: People strong in the Connectedness theme have faith in the links between all things. They believe there are few coincidences and that almost every event has a reason.
  5. Belief: People strong in the Belief theme have certain core values that are unchanging. Out of these values emerges a defined purpose for their life.

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