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 the Accredited Investment Fiduciary® designation.
MICHAEL RAUTIOLA, ADAM FINCH AND MATTHEW BOWDEN ALL 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® AIF®
Adam focuses on providing clients unbiased financial guidance and independent investment management
Michael D. Rautiola, Co-Founder, CFP® 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’s passion for helping others achieve financial health was lit during his elementary years, where he observed the challenges of how disabilities of loved ones can affect a family and finances.
Bryan Bruce, Director of Operations
As the Director of Operations at RFC Financial Planners, Bryan’s role is to help ensure that all areas of the firm are running at their most efficient levels.
Phil Hollander, Paraplanner
As a Paraplanner, Phil participates in client meetings, and communicates with clients.
Laura Modjeski, Client Services Manager
As a Client Services 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.
Erin Curtis, Client Operations Associate
As a Client Operations Associate, Erin’s role is to help the office run smoothly by preparing and processing paperwork and assisting clients with account related requests
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.