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CONTACT AN ADVISOR
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CONTACT US
How We Help
Independent Financial Planning
Retirement Planning
Investment Management
401(K) Management
Estate Planning
Tax Planning
Value 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
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
RFC Videos
Case Studies
Tools
Risk Survey
Retirement Readiness Quiz
SECURE Act RMD Calculator
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
College Readiness Quiz
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™
Phil Hollander
Financial Planning Administrative Assistant
Operations
Erin Harlow
Client Operations Manager
Leslie Remy
Senior Client Operations Associate
Ellen Miller
Client Operations Associate
Client Services
Laura Modjeski
Client Services Manager
Bryan Bruce
Director of Marketing
PJ Ingram
Intern
Investments
Burt White
Chief Strategy Officer
Ryan Detrick
Chief Market Strategist
Jessica Golson
CIPM
Senior Vice President, Investments and Trading
Patrick Sittner
Director, Portfolio Strategy
Sonu Varghese
Director, Investment Platform
Mike Lawrence
CFA®
Portfolio Manager
Research Department
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, Wealth Solutions
Erin Wood
CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning
Mark Petersen
CPA, CFP®
Vice President, Affluent Wealth Planning
Matt Lewis
Vice President, Insurance
Matt Kory
Vice President, Retirement Programs
Kimberly Flynn
CFP®
Director, Wealth Planning
Scott Berryman
JD
Director, Trust Services
Mike Valenti
CPA, CFP®
Director, Tax Planning
Chris Tooker
AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor
Patrick Carter
CPA
Senior Tax Planner
Beth Schanou
JD
Senior Wealth Planner
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner
Jon Fuller
Manager, Brokerage Solutions