In addition to serving their own clientele, from 2002 to 2007 Mike & Adam were employees in the case planning department of Sigma Financial. They provided training, advice, investment strategies and financial planning recommendations to approximately 1,200 investment professionals across the country. They are also licensed in life, health and disability insurance and hold both the Accredited Investment Fiduciary® and Certified Wealth Strategist® designations.
ADAM FINCH AND MICHAEL RAUTIOLA, BOTH HOLD THE CERTIFIED FINANCIAL PLANNER™ CERTIFICATION.
This certification is earned by planners who have successfully met stringent requirements encompassing Education, Experience, Ethics and Examination.
Click these links to learn more about the Certified Financial PlannerTM Certification and the CFP® Consumer Guide to Financial Planning.
Adam J. Finch, Co-Founder, CFP® CWS® AIF®
Adam focuses on providing clients unbiased financial guidance and independent investment management
Michael D. Rautiola, Co-Founder, CFP® CWS® AIF®
Mike is passionate about helping clients Organize and Simplify their financial lives so that they can focus on what they enjoy most.
Matt Bowden, Certified Financial Planner™, CFP®, CLU®, ChFC®
Matt Bowden, a Canton native, joined RFC Financial Planners in 2017 because of the positive reputation that they have in the community.
Laura Modjeski, Client Relations Manager
As a Client Relations Manager, Laura strives to make sure clients have a positive experience by making them feel comfortable when they visit RFC.
Leslie Remy, Client Operations Manager
As client operations manager, Leslie oversees and handles many of the daily operations that go on within the office.
Rebecca Graham, Client Operations Associate
As a Client Operations Associate, Rebecca adds value to the team by providing support in a variety of different roles.
Liz Leathers, Client Operations Associate
As a Client Operations Associate, Liz’s mission is to provide proactive and timely information to our clients.
John D. Vleko, CWS® AIF®
John has over 40 years of experience in Insurance and Investment Planning. He is a member of the National Association of Christian Financial Consultants (NACFC), and has been a crusader for Morally Responsible Investing for over 20 years.
Betsy Ford, Financial Planner, AAMS®
Prior to being a financial planner, Betsy grew up in Plymouth, Minnesota, was an exchange student to Germany, and attended Augustana University.
Elizabeth A. Allen, Special Projects Manager
Beth began her career in financial planning October 1987 after working as a product analyst in engineering for Ford Motor Company. A long-term interest and active trading in the financial markets as an investor led her to become securities licensed.