Jeff is a Certified Financial Planner who has been helping hundreds of individuals and families make important financial and investment decisions for more than forty years.
“I learned many years ago that I found it easy to talk about money and finances, and I found out rather quickly that others seemed to enjoy having conversations with me about their money–even individuals who have previously had a difficult time talking about and dealing with money stuff. No judgment, just clarity, confidence, and progress!”
Jeff graduated from Claremont Men’s College in 1975 and The University of Michigan Law School in 1978, establishing The Planner’s Edge in 1981.
“Credentials are all well and good, but nothing teaches like experience. The best teaching experiences are when the markets go into a tailspin, and clients begin to feel that sense of panic and fear of loss. I’m proud that our firm and our clients and our Team have weathered 4 major crises (1987, 2000, 2007, 2020) successfully intact and in ever-better financial condition. You want your trusted financial advisor to have lived through tough times.”
Jeff is a golfer and usually in search of good weather and a good course.
Ryan has worked in the financial industry since 2012. With an economics degree from Cornell University and a law degree from Seattle University, he serves clients with a well-rounded perspective that draws from an educational background in estate planning, taxation, and business law.
“I merged with The Planner’s Edge because of the firm’s long-standing and meaningful client relationships, thoughtful approach to providing financial guidance, and transparent ability to serve clients as a fiduciary. I am most excited to bring a multi-generational dimension to The Planner’s Edge so that we can continue to serve our clients with the same level of care and diligence for many years to come.”
As a fiduciary, Ryan is able to both provide investment advice and to advise on the moments where money intersects with everything else in life. This creates a space where clients receive great personalized attention in an industry that can feel transactional. He aims to develop long-term relationships with clients so together they can make positive financial decisions for current and future generations.
Outside of work, Ryan enjoys adventuring outdoors with his wife and three children. They especially love skiing, cycling, running, and hiking. Ryan occasionally competes in local basketball leagues to relive his “glory days” as a college and professional athlete.
Deanna has worked with clients of The Planner’s Edge for over thirty years, supporting and encouraging our families as they work toward their financial goals.
“At The Planner’s Edge we talk about ‘managing serious money seriously.’ My role is micromanaging all the moving pieces of our clients’ financial strategies.” I care deeply about the personal and financial success of all our clients.”
Deanna graduated from Pacific Lutheran University with a degree in Education and has industry credentials for trading and advising. Deanna will be the first person you speak to when you call, and she’ll be the one to coordinate all those moving pieces of your financial strategies.
When not taking care of our clients, Deanna enjoys walks with her husband Kurt and time with her children and their families. She is the author of three inspirational books along with a children’s book. An active public speaker, Deanna can be engaged at www.deannanowadnick.com.
Ayana joined The Planner’s Edge in 1999. She has been pivotal to our firm’s growth and success with her organizational skills and acute attention to detail.
“Our business operates at the highest level of care and integrity. I take great pride in knowing exactly where all of your money is all of the time. It’s a responsibility I embrace wholeheartedly.”
Working from home since 2003, Ayana has balanced her career with raising three active children. Juggling family and work responsibilities has sharpened her organizational skills and attention to detail, which she brings to every aspect of her role.
Ayana and her husband, also Jeff, can often be found courtside or on the sidelines of her children’s athletic endeavors. They also enjoy vacations in the sunshine when schedules allow.
“I think I speak for the Team when I say we are all fortunate to be a part of The Planner’s Edge. We’re committed to supporting our clients for generations to come.”
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