Our Roots

The roots of Meeks Prosperity Planning can be traced back to 1960 when George Meeks took a job with J.M. Dain and Co as a securities analyst and trader in Minneapolis, Minnesota. He climbed the ladder quickly with hard work and creative thinking to become Director of Daine’s Executive Committee. In 1974, he moved to Piper Jaffray where he was consistently a top leading producer. He retired in 1993, but not before passing on his passion for finance to two of his children, David Meeks and Susan “Tutti” Skaar”.

The majority of David’s (Ryan’s Father) 40+ year career in finance was with UBS in New York City while Tutti Skaar (Ryan’s Aunt) began her career as an investment advisor with D.A. Davidson in Bozeman. Tutti's dedication to personalized service helped her practice grow, serving an ever-expanding community. 

As her practice grew, Tutti needed support and turned to her nephew, Ryan Meeks. In October 2012, Ryan joined the family business as a Financial Advisor, sharing her values and philosophies. After nearly a decade, Tutti retired in April 2021, confident in Ryan's ability to guide her wealth in retirement. Today, Tutti is a client of the business she built.

The practice evolved with the addition of Jase and Theresa, who brought fresh perspectives and expertise. Jase's analytical skills and innovative approach complement the firm's traditional values, while Theresa's dedication to client relationships enhances the service offering.

At Meeks Prosperity Planning, we are a close-knit, local team rooted in family and community. We build strong, personal relationships with our clients, ensuring accessibility and attentiveness to their needs.