Working with Us
What to Expect
We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:- Time – to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your future into focus today. Contact us to get started on a personalized investment plan.
Meet Our Team
Ray Ryan
Managing Director - Investments
With more than 20 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My experience - through major shifts in the markets – enables me to help my clients structure balanced portfolios to address their specific financial goals. Now a Managing Director – Investment Officer with Wells Fargo Advisors, I began my career with Morrison Knudsen Corporation where I gained 18 years of experience with executive compensation, employee benefits, accounting and business management. In 1998, I joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors.
I earned a Masters of Science degree in Accounting from the University of Colorado and a Bachelors of Business Administration in Accounting from Boise State University. In addition to applicable securities registrations, I earned my Certified Public Accountant certification (inactive). I enjoy spending time with my wife Patty and our two children Joe and Liz.
CA Insurance License Number: 0L31605. Resident State: ID.
Liz Ryan, CFP
Financial Advisor
First Vice President - Investments
Before entering the financial services industry, I graduated from Gonzaga University with degrees in Accounting and Finance. Like my dad, I am a CPA (inactive); I worked with PricewaterhouseCoopers in Seattle. Now as a Financial Advisor with Wells Fargo Advisors, I take pride in working for a firm that puts you first. I truly value being able to assist individuals and families with their investments with an approach of caution, care and commitment to their needs.
I’m happy to be back in the Boise area, where I enjoy getting outdoors to run, bike and hike.
CA Insurance License Number: 0M48508. Resident State: ID.
Certificates
CFP
Jen Heichman
Officer
Senior Client Associate
Email Address
Jen.Heichman@wellsfargoadvisors.comPhone Number
(208) 363-7623I started my career in San Diego, CA with A.G. Edwards in 2001 as a Wire Operator/Cashier and then relocated to Boise, ID in 2005 and became an Operations Manager. My passion for customer service and to give clients financial confidence is what shifted my role into a Client Associate. I received an exceptional honor of Team Member of the Year in 2016. This award is given to team members for their service and commitment to the values of the firm.
I enjoy the outdoors of Boise with my husband John and our two girls, Alexis and Kylie. We also enjoy trips back to San Diego to visit friends annually and volunteering at the Idaho Foodbank.