We believe you deserve the best.
We are a mission-driven company dedicated to making decisions and providing guidance that help our clients succeed. Our core values are the bedrock of what we do and lay the foundation for what we can accomplish together.
Friday Financial takes a different approach.
How we live it:
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Our respect is earned by doing what’s right, always, as our reputation is our brand.
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We see our clients as heroes, guiding them with curiosity and interest.
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Forward thinking is the cornerstone of our operations and client engagement, propelling us to understand needs, design and build solutions, and drive mutual success.
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We are always available and responsive, tackling even the most complex topics with approachability.
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We serve as guides, collaborating with other advisors and mentors for our client’s financial journey.
We believe there’s more to financial services than analyzing investments and crunching numbers.
We’re in the business of helping people. And with that in mind, we’ve assembled a team of local professionals who truly care about guiding area residents and businesses on their unique financial journeys.
Meet our team.
Ryan Burbach, CPA
CEO, Co-Founder, Wealth Manager
Ryan has nearly 15 years of experience as a CPA and previously held the position of partner at a Top 100 CPA firm.
Over the course of his career, he has worked closely with business owners in an advisory role in strategic planning and value enhancement, management reporting and forecasting, as well as personal financial and tax planning. He is passionate about being an approachable and trusted guide who clients can rely on, taking immense pride in building long-lasting relationships that help individuals, families, and businesses reach their financial goals. At Friday Financial, Ryan serves as the CEO and also works closely with clients as a wealth manager and retirement plan consultant. He cherishes his moments outside the office with his wife Raquel and their four daughters, under the loving watch of his son and guardian angel Ray. In his personal time, Ryan coaches his daughters’ basketball team, is working on his golf game, and volunteers on the Finley Health Foundation board.
Brian Griffin
Co-Founder, Wealth Manager
Brian has spent the last decade working with clients in the financial services industry. In his role as a wealth manager and retirement plan consultant, he is responsible for creating and maintaining customized financial plans.
Brian’s greatest professional passion is building lasting relationships with clients—and he finds nothing more rewarding than helping them navigate the twists and turns of their financial journeys. When he’s away from the office Brian spends his free time hiking, boating, fishing, and biking with his wife Liv and four children.
Nick Heiar
Co-Founder, Wealth Manager
With over 14 years of financial services experience under his belt, Nick has developed extensive knowledge on how to best serve clients.
His favorite part of the job is getting to know each client’s individual story—and learning how to solve problems and create opportunities in the way that best impacts their life journey. Nick works closely with clients at Friday Financial to develop financial plans and manage them to optimize results. When he isn’t in the office, he spends his time with his wife Katie and their three boys. The family of five enjoys the outdoors, and Nick is proud to coach many of his sons’ teams. He gives back to the community by serving on the MercyOne Dubuque Foundation board.
Jeremy Gerardy, AIF®
Retirement Plan Specialist
With nearly a decade of experience in the financial services industry, Jeremy has developed both a deep passion and skill set for helping clients reach their financial goals.
Jeremy’s favorite part of his job is getting to know his clients—so he can learn about who they are and what matters to them. This allows him to provide the personalized advice, guidance, and support clients need to make sure they’re on the right track to meet their retirement needs. He is driven and motivated by his love for his family, including his fiancée Arantxa and godson Cam. When he’s away from the office, Jeremy’s hobbies include golfing, traveling, and reading.
Tina Hoffmann, CFP®, ABFP™
Financial Planner
Tina began working closely with clients and investment professionals in 2012, quickly deepening her knowledge of the industry and sparking her passion for financial planning.
She earned her Certified Financial Planner (CFP) designation in 2020 and continually strives to evolve her expertise. Understanding clients’ unique aspirations and dreams for their futures, along with getting to know them on a personal level, fuels her drive to develop custom-tailored plans that realize their goals. True to her roots, Tina resides in her hometown of Bellevue, Iowa, with her husband Mitch, son, and daughter. When not busy with school activities, life on the farm, running, or hiking, she volunteers her time as the treasurer for the Friends of the Bellevue Public Library.
Kara Miller, FPQP®
Client Services Associate
Kara has more than 15 years of experience in the financial services industry. During this time, she has gained valuable insights about client relations and developed a passion for providing the highest level of customer service and administrative support.
In her role at Friday Financial, she is responsible for maintaining an open line of communication between clients and advisors, ensuring inquiries and requests are addressed promptly and accurately. Away from the office, Kara enjoys boating, fishing, and being outdoors with her husband Jeff and their two sons.