Search
For Advisors
Grow With Us
Succession Solutions
(734) 272-4224
Client Login
How We Help
Independent Financial Planning
Retirement Planning
Investment Management
401(K) Management
Estate Planning
Tax Planning
Values Based Investing
College Planning
Second Opinion
University of Michigan
Who We Are
Why RFC?
Our Team
Our Story
Our Process
Client Advisory Council
Events
FAQs
Insights
Blogs
Resources
Market Commentary
Videos
News
RFC Videos
Case Studies
Tools
Risk Survey
Retirement Readiness Quiz
SECURE Act RMD Calculator
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
CONTACT AN ADVISOR
CONTACT US
CONTACT US
How We Help
Independent Financial Planning
Retirement Planning
Investment Management
401(K) Management
Estate Planning
Tax Planning
Values Based Investing
College Planning
Second Opinion
University of Michigan
Who We Are
Why RFC?
Our Team
Our Story
Our Process
Client Advisory Council
Events
FAQs
Insights
Blogs
Resources
Market Commentary
Videos
News
RFC Videos
Case Studies
Tools
Risk Survey
Retirement Readiness Quiz
SECURE Act RMD Calculator
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
Our RFC Team
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
Ellen Miller
Client Services Associate
Phil Hollander
Financial Planning Administrative Assistant
Dan Baja
Financial Planning Administrative Assistant
Operations
Erin Harlow
Client Operations Manager
Leslie Remy
Senior Client Operations Associate
Laura Paris
Client Operations Associate
Drake Doyle
Client Operations Associate
PJ Ingram
Intern
Investments
Burt White
Chief Strategy Officer
Ryan Detrick
Chief Market Strategist
Jessica Golson
CIPM
Vice President, Investment Operations and Performance
Mike Lawrence
CFA®
Portfolio Manager
Patrick Sittner
Director, Portfolio Strategy
Sonu Varghese
Director, Investment Platform
Research Department
Brett Carson
CFA®
Director of Research
Jake Bleicher
CFA®
Co-Portfolio Manager
Kevin Zlomke
Director of Trading
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
Matt Lewis
Vice President, Insurance
Mark Petersen
CPA, CFP®
Vice President, Affluent Wealth Planning
Scott Berryman
JD
Director of Trust Services
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner
Patrick Carter
CPA
Director of Tax Planning
Beth Schanou
JD
Senior Wealth Planner
Michael Gruidel
CFP®
Wealth Planner
Jody Jackson
FPQP™
Paraplanner