Meet the Team

Each member of our team has an interesting personal story and a reason they got into this business. We thought you’d like to get to know them a little better.


Ryan Wells

Co-Founder and Chief Executive Officer

Ever since I was a little boy, I’ve loved anything and everything cars. It was a complete obsession and at one point I had magazine subscriptions to every automotive journal and read them over and over. When I was 12, I learned that in order for me to buy a car I would need to earn the money myself. I immediately started a paper route with the Modesto Bee and for the next 2 years, rain or shine, 365 days a year I delivered newspapers on my BMX bike. Handing over $1500 for a 1971 Datsun 510 was one of the most rewarding days of my life. The entire experience taught me the value of a dollar—not to mention the freedom that money provides.

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Arek Puzia, CFP, CPA, MBA

Co-Founder and Chief Investment Officer

Personal finance has always fascinated me. After all, most people spend the majority of their waking hours working hard to meet life’s basic necessities. Both my parents work very labor-intensive jobs in a steel mill and my first job was delivery newspapers and washing dishes at a local restaurant called “The Velvet Creamery.” Financial planning is an absolute necessity to make sure that all of that time, energy, and effort is not wasted by poor or uniformed decisions.

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Dana Harcos

Client Relationship Manager

Throughout my life I have appreciated the personal fulfillment that comes with helping people. I went to school to become an elementary school teacher and while in college I taught ballroom dancing. I found that teaching is an excellent way to make an impact on other people’s lives and I really enjoyed it. Working here at PathWise allows me to really get to know our clients and their families and focus on ways to help them make their lives easier which is a very rewarding experience.

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