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™

Phillip S. Hollander

CFP®
CERTIFIED FINANCIAL PLANNER ™️

Operations

Erin Harlow

Client Operations Manager

Leslie Remy

Senior Client Operations Associate

Ellen Miller

Client Operations Associate

Client Services

Laura Modjeski

Client Services Manager

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

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

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Senior Wealth Planner

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Scott Berryman

JD
Director, Trust Solutions

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