Meet Our Team

Ryan Southwick Headshot

Ryan Southwick

Financial Planner

Ryan Southwick is the co-founder of Zephyr Financial Strategies & Insurance Solutions and draws from his 10+ years of business consulting background to support their clients. With a wealth of experience consulting with clients like AT&T, Verizon, Quest Communications, TXU Energy, and others, Ryan has developed the skills to work with many different personality types. His comfort zone is working with successful business owners, entrepreneurs, and executives, but will never turn a way an introduction to somebody in need of good financial advice.

Ryan is often told that he is very good at explaining complicated matters in a simple way, which aides his clients in understanding their options and making sound financial decisions. He adopts a consultative approach to his financial planning practice by helping his clients crystalize their financial goals, create a plan to help them achieve those goals, and help to avoid potential pitfalls along the way. Ryan entered the financial services industry in 2014 as an Agent with New York Life Insurance Company and then in 2016 he became a Financial Adviser with Eagle Strategies LLC, a Registered Investment Advisor. Ryan is a Registered Representative with NYLIFE Securities LLC (Member FINRA/SIPC) and currently holds the FINRA  series 7, 65, 6, and 63 licenses.

In Ryan’s spare time, he loves raising his two children Marcus and Liselle, who are a huge motivation to him. You can also find Ryan rock climbing, swimming, and staying active in exciting ways. In his downtime, Ryan enjoys reading, live music, and travel. On Ryan’s bucket list is to visit all of the best beaches in the world!

Danielle  Niderost Headshot

Danielle Niderost

Financial Planner

Danielle is the co-founder of Zephyr Financial Strategies & Insurance Solutions and has experience in the financial services industry and in accounting and internal audit. She began her career in financial services as an agent  with New York Life Insurance Company and then became a Financial Advisor with Eagle Strategies, LLC, a Registered Investment Adviser. She is a Registered Representative with NYLIFE Securities LLC (Member FINRA/SIPC) and  holds FINRA licenses Series 6,7,63 and 65. Her goal is to develop long lasting relationships with her clients that not only support them in the initial planning phases but also see them to the fulfillment of those plans.

Danielle is the most excited when working with business owners implementing strategies for their personal and business plans. To her, meeting with every client provides an incredible opportunity to learn about their experiences, business and areas of expertise. Her clients are often the experts in their fields and her goal is to take some of the burden from them so they can focus on doing what they do best, running a successful business. The most rewarding part of her career is seeing her clients achieve their dreams and reach both their personal and business goals. She is passionate in exhibiting integrity and honesty in her practice and strongly believes that doing the right thing ultimately yields a positive outcome for everyone involved.

In her spare time, Danielle enjoys baking and vegetarian cooking and loves to share her creations with friends, office staff, and clients. She has been playing piano since age 7 and enjoys performing and listening to classical music. In addition, she loves reading, enjoys learning about other cultures, traveling the world, and spending time with animals. She is actively involved in animal welfare organizations and has never met a fuzzy creature she doesn’t love.

Lisa Morton Headshot

Lisa Morton

Office Manager

Lisa began her early career working in the fashion district as a receptionist and followed with Disney as a project coordinator. After developing skills both in the management of photographs for Disney movies and computer technology, children blessed her family which transitioned Lisa into her passion: a career as a stay at home mom. Throughout her career and life, Lisa values being of service and using her managerial talents to better the lives of those around her. Keeping relationships at the forefront of priorities, especially those in her family, Lisa is dedicated to improving and supporting the lives of others. Rooted in solid ethics and principles, possessing excellent executive functioning skills, Lisa has the perfect combination of talent and heart to run the administrative side Zephyr Financial. She calls herself the “mom” of the office and supports all Zephyr’s clients with the same perspective.

Lisa is a Pasadena native and enjoys spending time with her family, including her 4 children Brianna, Taylor, Kendall, and Ryan as well as her 3 dogs Kodi, Ford and Riley. She enjoys fashion, photography and travel especially road trips to visit her family in Arizona and trips up the coast to Santa Barbara to watch her daughter play soccer for Westmont College. 

Through our affiliation with Eagle Strategies LLC we have access to their Investment Management Resource