Broker Check

Our Team

Ryan Koch

Founder & Managing Director

(971) 371-7112

+1 (888) 396-2371

Ryan@outoftheboxwealthadvisors.com

With over 30 years working in financial institutions and assisting individuals and business owners with their personal financial planning, Ryan has chosen to take his knowledge and help lead the family business with the expansion of the array of financial solutions and services that Out of the Box Wealth Advisors provides their clients.

With a strong background in investment management, financial planning, insurance and business succession he can provide clients with valuable strategic consulting resources.

OOTB provides industry leading accounting, payroll and financial consulting advice to clients and has done so for over 25 years.

Nathan Ramos, CFA

Director of Portfolio Management

(971) 371-7112

210-694-0892

Nathan Ramos, CFA® is Founder & Managing Director of NR Capital Management, LLC, a company specializing in asset management, analysis, trading, and consulting on behalf of clients. Nathan started his career in financial services in 2013 with San Antonio-based, Padilla Wealth Management, as a portfolio analyst before choosing to become an Independent Advisor in 2017. Nathan holds a Bachelor of Business Administration in Finance from the University of Texas at San Antonio (UTSA), Class of 2013, and earned his CHARTERED FINANCIAL ANALYST® (CFA®) designation in 2019. Nathan also holds a FINRA Series 7 and Series 66 license as well as a General Lines Life, Accident, Health and HMO license from the state of Texas. Nathan gives back to his community by serving as an alumni mentor and class instructor for the Runners on Wall Street (ROWS) program at the UTSA College of Business. ROWS works closely with selected Honors College students from freshman year to prepare them for a career in the financial services industry.

 

Alexia Welle

Customer Service Manager

(971) 371-7112

+1 (888) 396-2371

support@outoftheboxwealthadvisors.com

As a dedicated and detail oriented Customer Service Representative, Alexia Welle has been meeting the customer service needs in the Pacific Northwest for a decade. She is currently working for Out Of The Box Wealth Advisors assisting with customer communications and administration activities. With her friendly and professional personality she cares for our customer’s to help them be successful. Alexia specializes in customer satisfaction to assure your business with us is nothing short of satisfactory.

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