Ryan Boatman serves as Senior Tax Strategist at Gilbert & Cook, where 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.

With more than a decade of experience in public accounting prior to joining Gilbert & Cook, Ryan developed a deep appreciation for the trust clients place in their advisors. He saw firsthand how meaningful tax guidance can be — and recognized the opportunity to serve clients more proactively throughout the year. At Gilbert & Cook, Ryan works 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. To him, Living a Life of Abundance means living in a way that fills your own cup — providing the energy and resources to help others thrive.

Education & Experience

Education
Bachelor of Science in Business Administration (Accounting & Finance), Drake University, 2013
Master of Accountancy, Drake University, 2015

Certifications
Certified Public Accountant (CPA), 2017

Professional Experience
Senior Tax Strategist, Gilbert & Cook (2025–Present)
Public Accounting Experience (13 Years)

Leadership & Community Involvement

  • Lead DSM – Class of 2026

  • President & Treasurer, DU Great Collective (Drake University NIL Partner Organization)

  • Former Treasurer & Board Member, Heartland Youth Choir (2018–2024)

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.

Beyond the Office

When he is not serving clients or giving back to the community, Ryan enjoys spending time with his fiancé, 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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