Jessica Ryan Exclusive — Jane Rogers And

This article explores their backgrounds, the chemistry of their partnership, and the innovative methodologies that have made them sought-after voices in the world of fiduciary finance. Jane Rogers: The Data-Driven Strategist Before she became a financial advisor, Jane Rogers was a forensic accountant. A graduate of the University of Chicago Booth School of Business, Rogers spent nearly a decade tracing fraudulent transactions and corporate waste. This background instilled in her a nearly obsessive attention to detail and a deep-seated distrust of financial jargon used to obscure reality.

They are also expecting to launch a podcast, "Your Money, Unstressed," which promises to blend Rogers’ spreadsheets with Ryan’s therapy couch—a combination that, despite initial skepticism, has proven wildly effective. Jane Rogers and Jessica Ryan represent the maturing of the financial advisory industry. They have proven that the binary choice between "aggressive growth" and "conservative preservation" is false. The real choice is between a plan that ignores the human heart and one that acknowledges it. 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. This article explores their backgrounds, the chemistry of

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. This background instilled in her a nearly obsessive

Rogers is a proponent of "quantitative safety nets." She specializes in stress-testing portfolios against historical depressions, not just standard recessions. Her clients appreciate her bluntness; she does not deal in market euphoria, only in probabilities. Jessica Ryan: The Behavioral Economist Where Rogers is the calculator, Jessica Ryan is the psychologist. Ryan holds a Master’s degree in Behavioral Finance from Santa Clara University and spent her early career coaching tech executives at startups in Silicon Valley.