Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Ryan Jaquess, AIF®
Owner/President
Ryan Jaquess, a fourth-generation Texan, is deeply rooted in his community. With over 11 years of experience in the financial industry, Ryan has cultivated his experience through his own successful practice.
Over the years, Ryan has honed his skills in financial planning and investment advisory, driven by his passion for building enduring connections with clients. Ryan would love to connect with you to learn more about your specific goals for the future and how he can help you achieve them.
In addition to his professional accomplishments, Ryan finds fulfillment in his family life. He and his wife Tori recently celebrated 14 years of marriage and are the proud parents of a lovely daughter named Bethany. As active members of First Baptist Church Allen, Ryan and Tori lead a Bible Fellowship Group for married couples.
Outside of his professional and community commitments, Ryan embraces the outdoors, relishing moments spent hunting and camping with his family. He enjoys the nostalgic tunes of southern gospel music, appreciates classic movies, and cherishes quality time with his loved ones and friends.
Krissy Rawlings
Executive Assistant
Krissy was born and raised in Dallas, Texas. In the past, she worked as a software trainer for 15 years which included working for the Texas Legislative Council in Austin for over 7 years. She and her husband have a seven-year-old daughter.
Krissy joined Ryan’s team in August of 2023 as his executive assistant. She enjoys working on different tasks each day and increasing her knowledge of the financial industry. Outside of work, she spends time with family, is active at church, and loves family genealogy research, baking, and art.