Growing up as a boy in France with the name Jocelyn, Joce (pronounced “Joss”) learned to be fierce and quick witted, which works well for him in the financial industry.

Jocelyn earned his MBA from the Institut d’Administration des Entreprises at Université Jean Moulin Lyon III. He spent the last year of his Master studying at the School of Business Administration at Portland State University focusing on the management of small to midsize companies.

in 1999, Jocelyn co-founded “4 Pulse”: a successful entertainment company in France but having fallen in love with Portland he moved back to the United States permanently in 2001.

Jocelyn started his career in the financial services industry in 2002 with Woodbury Financial. Quickly breaking away in 2003 to join a partnership at Complete Financial Services where he led the corporate retirement plans division. For the next 8 years he developed advanced processes to help employers better manage their fiduciary responsibility and developed his own series of proprietary investment analytical tools.

In 2011, Jocelyn chose to partner with LPL Financial and Financial Advocates to create JPS Newton along with his friend John Newton with the clear goal of offering their clients a more comprehensive array of fiduciary and risk management services. That goal materialized in many ways, of which the most notable happened in 2015 as Jocelyn designed and launched “Syb.l” (Sybil - S IH BAHL) their first algorithmic quantitative momentum model.

It is with the same pro-active attitude and desire to continuously bring improve both individual and institutional clients’ outcome that Jocelyn in 2023, co-founded with Ryan Coleman his own Registered Investment Advisor and CIT (collective Investment Trust) sub-advisory Firm: NAVIQUANT.

  “One of my proudest moments is still the Citizenship Ceremony in 2011, when I became a US Citizen. I did have a moment of panic when the field officer cut my green card just to realize that I did not need it anymore !!”

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Ryan Coleman is the Managing Director - Wealth Planner, Co-Founder, and Owner of Naviquant Capital Management (NCM), a financial advisory firm that provides comprehensive wealth management services to clients. With almost two decades of experience in the finance industry, Ryan has worked in various roles in different organizations.

Ryan started his career in 2005 at JPMorgan's asset management division in Columbus, Ohio, where he was responsible for client account trading, client service, and selling proprietary asset management products. In 2007, he returned to his home state of New Jersey and continued working with JPMorgan in midtown Manhattan.

In 2010, Ryan joined OppenheimerFunds and became a Senior Advisor Consultant, where he worked with financial advisors to offer investment solutions and practice management applications within their practices. In 2019 he took on a similar role at New York Life Investments.

Throughout his career, Ryan has focused on helping clients achieve financial freedom and success. He accomplishes this by providing financial planning, investment management, legacy planning, and financial coaching services to all his clients. Ryan's goal is to understand his client's needs and goals and work collaboratively with them to create customized strategies for retirement.

In addition to his professional accomplishments, Ryan is a family man. He and his wife, Kaity, have two children, Annalise and Bennett, and are settled in Worthington, Ohio. Kaity owns a wine business called Drop in Wine, where she provides custom wine curation, in-home wine tastings, and an all-around wine education experience for her clients.

Ryan is a graduate of Monmouth University, holds the Certified Investment Management Analyst (CIMA®) designation, and earned his MBA from the University of Oregon in 2021

Cassie McDonald spent ten years in the mortgage industry where she learned how to be efficient, organized, and roll with the punches. Her super power is being able to remain positive and focused under pressure, and to always be asking how something can be done better.

With a BA in Comparative Literature and Spanish, her liberal arts background contributes to how she tries to see the world in a holistic way and to apply that viewpoint to her chosen industry. As a lover of finely crafted language, she strives to communicate clearly and with empathy to both co-workers and clients. It’s important to her to find joy in serving and supporting others.

Cassie is always challenging herself to do new things and confront her fears: in 2021 she ran her first 50K ultra marathon at Haag Lake near Portland, and afterward decided to take rock climbing courses to get over her fear of heights.

In her free time, Cassie writes fiction and currently has seven short stories in print. She lives with her family outside of Portland, OR, with her two rescue mutts, Frankie and Clementine.