Jane Rogers And Jessica Ryan May 2026

In a volatile world, they offer a rare commodity: not just returns, but resolution —the peace of mind that comes when the math finally makes sense with the soul. Disclaimer: This article is a detailed, hypothetical profile based on common archetypes in the financial planning industry. Any resemblance to real persons is coincidental, as "Jane Rogers" and "Jessica Ryan" are composite or fictional examples for illustrative purposes.

Ryan noticed a pattern: brilliant engineers who could code complex algorithms would freeze up when asked to set a 401(k) contribution rate. "Money is the last great taboo in polite society," Ryan notes. "We are taught arithmetic, but never the emotional weight of a ledger." jane rogers and jessica ryan

Furthermore, their fees are at the premium end of the RIA spectrum (approximately 1.25% on the first $5M), making them inaccessible to the mass market—a fact Ryan acknowledges is a problem they are trying to solve via an upcoming app. As of 2025, the firm manages roughly $2.3 billion in AUM. They are currently developing a certification program called "The Empathetic Fiduciary," aimed at teaching CPA firms and trust attorneys how to incorporate behavioral coaching into technical planning. In a volatile world, they offer a rare

In an industry often criticized for its opacity, high fees, and lack of personal connection, two names have emerged as beacons of a new, more empathetic approach to finance: Jane Rogers and Jessica Ryan . While individually impressive, their collaborative work as co-founders of Rogers-Ryan Financial Wellness has created a paradigm shift in how middle-to-high-net-worth individuals, particularly women and entrepreneurs, engage with their money. Ryan noticed a pattern: brilliant engineers who could