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.
In 2017, they launched their firm based on a simple premise: A plan that ignores human nature will fail, and a feeling without a spreadsheet is just a wish.
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. jane rogers and jessica ryan
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." Rogers is a proponent of "quantitative safety nets
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.
After the 2008 financial crisis, Rogers watched friends and family lose retirement savings not because of bad luck, but because of bad advice. "I realized I was better at finding money after it was lost than teaching people how to protect it before it disappeared," she once said in a Forbes interview. In 2012, she left forensics to earn her Certified Financial Planner (CFP®) certification. Ryan holds a Master’s degree in Behavioral Finance
Ryan focuses on "money scripts"—the unconscious beliefs about wealth inherited from parents and culture. She uses cognitive reframing techniques to help clients overcome "scarcity loops" (fear of spending even when wealthy) or "entitlement bleed" (spending future earnings today). Part 2: The Formation of a Partnership Rogers and Ryan met at a fintech conference in Austin, Texas, in 2015. The story goes that Rogers was critiquing a risk model's lack of historical volatility data, while Ryan was critiquing the audience's lack of emotional engagement. They realized they were solving two halves of the same problem.