Client Advisory Council

Our Client Advisory Council was established to provide the firm input from clients on various initiatives.

Client input plays a very important role at RFC Financial and helps drive the integral part of our business. The board is represented by an active group of clients who provide feedback and suggestions on the services our company provides. In addition, they play an important role in the decision-making processes that affect the entire client base.

Client Advisory Council

Barb G.

Client Advisory Council

Donna W.

Client Advisory Council

Jim M.

Client Advisory Council

Joe S.

Client Advisory Council

Kathy A.

Client Advisory Council

Larry F.

Client Advisory Council

Rick H.

Client Advisory Council

Sophie C.

Client Advisory Council

Stephanie R.

Client Advisory Council

Planners

Adam J. Finch

CFP®
Co-Founder, CERTIFIED FINANCIAL PLANNER™

Michael D. Rautiola

CFP®
Co-Founder, CERTIFIED FINANCIAL PLANNER™

Matthew T. Bowden

CFP®, CLU®, ChFC®
CERTIFIED FINANCIAL PLANNER™

Administrative Team

Bryan Bruce

Director of Operations

Laura Modjeski

Client Services Manager

Phil Hollander

Financial Planning Administrative Assistant

Isabella Schilling

Client Services Associate

Operations

Leslie Remy

Client Operations Manager

Erin Curtis

Client Operations Associate

Colin Glick

Intern

Drake Doyle

Client Operations Associate

Investments

Scott Kubie

CFA®
Senior Investment Strategist

Shane Weaver

Director of Operations

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Josh Russell

CFA®
Portfolio Manager

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Research Department

Brett Carson

CFA®
Director of Research

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Sarah Duey

JD, CTFA, CAP®, AEP®
Vice President, Trust Services

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Ryan Yamada

CFP®
Planner

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner