Independent Advisors
Who Speak Your Language

Jackie specializes in helping tech professionals decode their equity compensation like it’s written in plain English (spoiler: it’s not).  She brings clarity, confidence, and just the right amount of caffeine to every client meeting.

She’s part advisor, part translator, and part therapist when the market gets moody. Whether you’re swimming in RSUs, wondering what your ISOs actually mean, or just trying to avoid a surprise tax bill, Jackie’s got you covered—with a smile and maybe a spreadsheet or two.

Jackie understands that stock compensation isn’t just about numbers. It’s about life goals, career transitions, and making smart decisions at pivotal moments. Whether you’re preparing for an IPO, evaluating a job offer, or planning your next move in a fast-paced tech career, Jackie brings clarity, strategy, and personalized guidance to every conversation.  Work with Jackie and turn your equity into opportunity, and have a little fun along the way.

When she’s not advising clients, Jackie enjoys spending quality time with her family and friends (married with three amazing adult kids), giving back to her community (volunteers at Ronald McDonald House) and staying active in her spare time (Orange theory fan, runner and hiker) as well as trying to keep up with the ever-changing tech lingo.

Ryan has spent many years working with financially successful individuals and families to help them manage their wealth through a variety of economic environments. From this experience, he’s come to understand how emotions impact financial decisions. Investments generate huge emotions around fear and greed, especially when the market is volatile. Ryan co-founded Wealth with Options to help clients succeed on their terms and live their best lives. Ryan worked as a portfolio manager for a large private bank for over 12 years, helping very wealthy families preserve and grow their wealth. Now, he enjoys bringing this experience and private bank level service to Wealth with Options clients as they embark on their wealth journeys. Ryan is a proud husband of a clinical psychologist and the father of two teenagers. Outside of work, he’s an avid Padres fan, passionate about travel, and a huge history buff. Ryan is also still a kid at heart who loves Disney, Marvel/DC, Star Wars, Michael Jackson’s Off the Wall album, and old-school 1980s video games.