Ryan Lesser Financial Group
Ryan Scott Lesser
Founder & Wealth Management Advisor
2024 Forbes Top Best-In-State Financial Security Professionals
Get to know my dedicated team
Our Mission is to impact the lives of families for generations to come by providing education, meaningful relationships, and unique opportunities to collaborate together to design a plan aimed at financial security to help preserve and protect what our clients value most.
Our practice adheres to five core values: Family, Mutual Trust, Professionalism, Transparency, and Altruism. We believe that our clients deserve to be treated like family and we are committed to service in all things. At the basis of deep, significant relationships is trust. Our core values guide our interactions to help serve our clients with excellence through competency and constant learning, while holding ourselves to the highest standards. We do the right thing even when no one is looking, and pride ourselves on putting our clients' needs before our own. Expect to have open and honest communication from our first interaction through plan implementation and beyond.
If you would like to schedule an appointment or if you have any other requests, please let us know.
Karen A Snyder
Director of Operations and Client Service
Karen has been with Northwestern Mutual since 2013. As Ryan's Director of Client Services, she is responsible for providing administrative support and processing client service requests. She is also the team's first point of contact. Karen attended Tulane University in New Orleans, LA. Karen enjoys running, kayaking, camping, and other outdoor activities. She is married to Doug, and they have two energetic young boys, Barrett and Maximus.
Karen is the primary contact for any service-related or scheduling questions.
Safia M Wentling
Investment Operations Associate
Safia Wentling is originally from London, England. She moved to Charlottesville in 1998, where she completed the last two years of high school. She attended James Madison University, where she studied Geographic Science and earned a Bachelor's of Science. Safia has worked in the Charlottesville area for several years. She lives in Charlottesville with her husband and two sons, Adam and Noah. She enjoys attending local Charlottesville events and spending time with her family.
Safia is available to help with investment servicing and opening investment accounts.
Katharina M Slegar
Marketing and Client Relations Manager
Katie Slegar has extensive experience working in the automobile industry in both sales and marketing.
She manages Ryan and Shane's calendars so that they can speak with clients. Katie is often the person our clients contact to schedule appointments. She is always thinking about who might find value from our planning process and wants to ensure that those individuals know about us.
A graduate of Old Dominion University, Katie is married and has two children
Get to know my dedicated network of specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Gary W Taylor
CFP®, CLU®, ChFC®, AEP®
Wealth Management Advisor
Since 1985, Gary Taylor has worked with clients to identify their goals, objectives and unique circumstances. This personalized planning process addresses each client’s needs and allows Gary to build a personal roadmap to achieving financial success.