About RIA Systems
About us
RIA Systems was founded to help Registered Investment Advisors run more efficient, compliant, and scalable businesses. Based in Snoqualmie, WA and serving firms nationwide, we specialize in the non-client-facing processes that keep RIAs running smoothly—so you can focus on investment performance and client relationships.
Our team brings deep industry experience and a proactive, detail-oriented approach to every engagement. Whether it’s managing daily operations, handling compliance filings, optimizing technology, or ensuring proper supervision, we deliver reliable, tailored support that reduces risk and saves time.
At RIA Systems, our mission is simple: provide RIAs with the systems, structure, and service needed to grow with confidence. Let us be the operational backbone behind your advisory success.
Our Trusted team
Jeff Hughes
Managing Member, the Operations Manager with RIA Systems
Jeff has been with RIA Systems since 2014.
He graduated from Western Washington University in 1990. He has served in the financial industry since 1990 when he joined Freeman Wellwood.
Recently, he was with Pacific West Financial Consultants from 2006 to 2012, where he was Operations Supervisor. For two years, he ran the TD Ameritrade operations for Cetera Advisors.
Rod Ehrlich
Managing Member of RIA Systems, LLC
Prior to starting RIA Systems (formerly ‘Investor FAN’) in 2011, Rod was the Vice-President of Advisory Services at Pacific West Financial Consultants, Inc. from 2003 to 2012, where he served as Chief Compliance Officer and VP of Advisory Services, overseeing more than 200 Representatives and approximately $1.3 billion under management.
He graduated from Kansas State University in 1991. He obtained his Accredited Investment Fiduciary Auditor (AIFA) in 2004.
Prior to working at Pacific West, he was at Merrill Lynch as a retail broker from 2000 to 2003.
Megan Rosenbalm
Megan started with RIA Systems in February 2019 as an Associate and is responsible for supervision processes, database management, portfolio aggregation, posting and reconciliation, and other back-office operational responsibilities.
She graduated from Western Washington University in 2018 with a degree in Business Administration with a Finance concentration.
Megan enjoys spending time with her friends and family, reading, and playing tennis.
Tammy Hossfeld
Tammy is a Client Relationship Manager with Investor FAN and joined the company in 2023. She graduated from Washington State University in 1996 with a degree in Business Administration with Accounting and Finance concentrations. She worked in the Accounting and Finance industry for 25 years as a Certified Public Accountant and spanned several industries, including public accounting, telecommunications, high tech, and financial professional services. Tammy passed the Series 65 in 2021.
Jake Ehrlich
Jake joined RIA Systems in April of 2021 as an Associate Client Manager. He graduated from Washington State University in 2022 with a degree in Business Administration and Management Information Systems. Jake has also been a Functional Consultant with Oracle since 2022. As an Associate Client Manager, Jake handles database management and compliance testing records. Outside of work, Jake enjoys concerts, golf, and spending time with friends and family.
Jack Wilbourne
Jack joined RIA Systems in February of 2021 as a Client Manager. He graduated from the University of Washington in 2020 with a degree in Business Administration, focusing specifically in Information Systems and Marketing. As a client manager, Jack takes on day-to-day tasks such as database management and maintaining compliance and supervision records. He is also responsible for fee billing, filing updates, and other on-cycle tasks. Outside of work, Jack loves to make music, enjoy the outdoors, and spend time with friends and family.