Our Team

Jennifer is a CERTIFIED FINANCIAL PLANNER^® professional, which is a financial professional who meets rigorous education, examination, experience, and ethics standards set by the CFP Board to provide holistic financial planning, while upholding fiduciary principles to put clients' best interests first. They help with goals like retirement, college savings, and estate planning, offering comprehensive advice across various financial areas. Jennifer is also a Registered Social Security Analyst. As an RSSA-certified financial advisor, she specializes in retirement income planning and Social Security.

Jennifer became a financial advisor in 1995. With over 30 years of experience, she has honed her skills in comprehensive financial planning, investment management, and client relationship building. She guides individuals and families to effectively navigate life’s financial decisions with confidence and clarity. Her mission is to help her clients create a comprehensive personal financial plan that allows for current and future needs, based on the client's goals. She is versed in advanced estate planning strategies to help her clients with their legacy needs. A believer in financial education, Jennifer has offered her services to speak to various groups on important financial topics. She lives in Paso Robles with her husband, Ryan, and two sons. When not working, she enjoys traveling, volunteering, and cooking.

Ryan heads our investment management and portfolio design department. Ryan holds an Accredited Portfolio Management Advisor designation (APMA^®). This designation signifies a financial professional's advanced training in creating, managing, and maintaining investment portfolios, covering topics like asset allocation, risk analysis, modern portfolio theory, and behavioral finance. He is also an Accredited Investment Fiduciary^® (AIF^®), which is a professional credential for financial advisors showing they've mastered fiduciary standards and prudent investment practices. AIF designees seek to implement sound processes for retirement, wealth, and nonprofit investments, emphasizing documentation and acting in good faith.

Ryan holds a BS in Mechanical Engineering from California Polytechnic State University and worked in the aerospace industry before joining our firm in 2003. Through Legacy Retirement Advisors, Ryan is now able to combine his passion for working with numbers and problem-solving with his love of working with people. Ryan specializes in helping his clients with retirement plans and planning. He focuses on helping those who are looking toward retirement and showing them strategies to manage their retirement assets. He loves to help educate clients in all aspects of their finances. Ryan lives in Paso Robles, is married to Jennifer, and they have two sons. When not working, Ryan can be found doing construction projects around his home, traveling, and playing pickleball.

Connie Cook brings over 30 years of experience in the financial industry to Legacy Retirement Advisors. She began her career as a fixed-income trader for a small boutique firm in San Diego, which is now one of the biggest independent broker/dealers in the nation. Her most recent roles in the industry were as Chief Operations Officer for two San Diego-based broker/dealers. Connie is a graduate of San Diego State University and most recently completed the Advanced Certificate in Financial Planning.  Connie is blessed with three grown children. When not working, she enjoys hiking and playing pickleball and tennis.

Connie spends her time between the San Diego office and the Paso Robles main office.

Evan serves as the Office Manager, where he plays a key leadership role in overseeing the firm’s daily operations and helping to make sure everything runs efficiently and seamlessly. He is responsible for coordinating internal processes, supporting the team, and helping maintain the high standard of service clients expect. As part of the family-owned business, Evan brings a deep-rooted understanding of the firm’s values and a strong commitment to its long-term vision. He has a degree in business with an emphasis in financial planning from Purdue University.  He has also earned his FINRA Series 65 securities registration.

Aaron Langstaff is an Administrative Assistant who has been part of the firm’s story from an early age. Growing up in a family business, he has developed meaningful connections with many of the clients he now serves—some of whom have known him since childhood.

Aaron is currently earning his degree in Finance and is passionate about building a future as a financial advisor. He enjoys working closely with clients, handling requests with care, and bringing a detail-oriented approach to his role. His dedication and enthusiasm reflect his commitment to both the practice and the clients he supports.