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."
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 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
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. Jane Rogers: The Data-Driven Strategist Before she became
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.