The Planner's Edge LLC

Ryan Rourke is a financial advisor at The Planner’s Edge LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at MassMutual Life Insurance Company, Raymond James Financial Services, and Northwest Asset Management prior to joining his current firm. Rourke serves as a volunteer member of the Board of Trustees for The Bertschi School. The Planner’s Edge provides customized financial planning and discretionary portfolio management to individual clients, including high-net-worth households and trusts. The firm’s investment approach, branded as the Serious Money Approach™, emphasizes asset allocation, diversification, and rebalancing, supported by fundamental due diligence and technical analysis.

Deanna Nowadnick is a financial advisor at The Planner's Edge LLC with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has been with The Planner's Edge since 1990. Outside of advising, she is involved in self-publishing her own writing. The Planner’s Edge serves individual clients, including high-net-worth households and trusts, offering customized financial planning and discretionary portfolio management through its Serious Money Approach™, which emphasizes asset allocation, diversification, and disciplined investment principles.

Jeffrey Ross is a CFP® and holds a Series 63 license with 14 years of industry experience. He has been with The Planner’s Edge LLC since 1998 and has worked as a financial advisor under his own name since 1983. Outside of his advisory work, he serves as the treasurer for the Islandaire HOA. The Planner’s Edge serves individual clients, including high-net-worth households and trusts, providing customized financial planning and discretionary portfolio management through its Serious Money Approach™. The firm emphasizes asset allocation, diversification, and rebalancing, combining fundamental manager due diligence with technical analysis and guiding principles.