3432 Stony Spring Circle
It's not about us. It's not about the market. It's about people and relationships. Trust and integrity. Doing the best job we can to help our clients.
Meet our team
Certified Retirement Counselor
Mike has 25-plus years of experience in the financial services industry and is a Certified Retirement Counselor®. Mike helps families pursue their desired retirement lifestyles while using the latest wealth management strategies...
Rod has more than 30 years of experience in the financial services industry. He attended college at Evangel University, furthered his education in Biblical Literature at AGTS, and was a former VP and Program Manager for Regional...
Ralph has lived and worked in the Miami Valley area for nearly 40 years since his graduation from Bowling Green State University in 1969. Ralph received his Bachelor's Degree in Business Administration with a major in Accounting. He...
Registered Sales Assistant
JC has more than 10 years of experience in the financial services industry with a background in operations, management, and compliance. He received his BA in Business with emphasis in Finance from Bellarmine University. JC supports RPS...
Director of Operations
Jeanie joined Retirement Planning Solutions in August of 2005. Although she was new to the financial world, she had more than 15 years of experience in office/operations management and customer service. As Director of Operations, her...
Client Service Coordinator
Arielle provides personalized customer service to our clients. She coordinates with our Wealth Advisors to manage client transactions. Arielle also handles special projects, coordinates client events, processes client requests and...
Office: (502) 499-5668
Toll-free: (866) 425-5678
Fax: (502) 499-5669