Broker Check

Alone we can do so little, Together we can do so much  ~  Helen Keller

3432 Stony Spring Circle

Louisville KY | 40220

P: (502) 499-5668 

Toll Free: (866)-425-5678

F: (502) 499-5669

info@retirementplanningsolutions.com

Wealth Advisors

 
Michael J. Ellison, CRC®
Certified Retirement Counselor 

email: mike@retirementplanningsolutions.com

Mike has 25-plus years of experience in the financial services industry and is a Certified Retirement Counselor®.  Using the latest wealth management strategies along with academic research and real world experience, Mike helps families pursue their desired retirement lifestyles.

Recognized as one of the top advisors in the firm, Mike has built a company dedicated to forming lasting relationships with clients. Along with being involved in church activities, he enjoys spending time with his wife, Michelle, and their three children. 

Mike is a Wealth Advisor with First Allied Securities, Inc. which is a member of the FINRA or Financial Industry Regulatory Authority as well as the SIPC or Securities Investment Protection Corporation. Mike holds the series, 6, 63, 65 & 7 licenses, and he is an Investment Adviser Representative with First Allied Advisory Services, Inc.


 
Marc A. Noonan
 
Wealth Advisor
                        

 email: marc@retirementplanningsolutions.com

Marc’s dedication to service, which he learned from his extraordinary parents, has helped him in the wealth management arena. His passion to  help people achieve their  goals in life,  both financial and other, is what separates Marc from his peer group in the securities industry.

When not working with his clients, Marc spends time with his beautiful bride Dee. They have two sons: Zach, whose baseball career at Murray State University they have  enjoyed over the last four years; and Maxwell, who has the unique ability to ‘never cease to amaze them!' For his private moments, Marc enjoys spending time with his two Bichon Frise dogs, Thelma and Louise.

Marc is a Wealth Advisor with First Allied Securities, Inc. which is a member of the FINRA or Financial Industry Regulatory Authority as well as the SIPC or Securities Investment Protection Corporation. Marc holds a Series 6, 63, 66 and 7 licenses in addition to his life and health license, and he is an Investment Adviser Representative with First Allied Advisory Services, Inc.



Rodney C. Brooks

Wealth Advisor                                          

email: rodney@retirementplanningsolutions.com

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 Bank-Brokerage Division, managing over $250 million in assets. 

Along with being a USCG Licensed Merchant Marine Captain and Scuba Dive Master, Rod enjoys spending time with his wife Carol and he has 5 children, Garret, Autumn, Megan, Kelli, and Kyle. He also enjoys spending time with his grandchildren and is a budget counselor for Southeast Christian Church. 

Rod is a wealth advisor with First Allied Securities, Inc. which is a member of the FINRA or Financial Industry Regulatory Authority as well as the SIPC or Securities Investment Protection Corporation. Rod holds a Series 7 & 66  licenses in addition to his life and health license. Rod is an Investment Adviser Representative with First Allied Advisory Services, Inc.



Ralph E. Rolfe, CPA/PFS

Wealth Advisor                                   

email: ralph@retirementplanningsolutions.com   

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 has been a Certified Public Accountant since 1989, an active member of the American Institute of Certified Public Accountants (AlCPA), and is a former member of the Ohio Society of CPAs (OSCPA).

Since 1983, Ralph has worked with seniors, professionals, and business owners as a tax planner, financial advisor, and business consultant in the Dayton-Cincinnati area. Ralph served on the local executive board for the OSCPA for several years in various capacities. He is also a member of the Financlal Planning Association (FPA) and a member of the AICPA5 Personal Financial specialist (PFs). He also served on the AICPA's lnternational Eldercare/Prime Plus Task Force for several years which was responsible for developing educational materials for the AICPA for eldercare planning in Canada and the United States.

Ralph and his wife Donna have been married since 1974 and live in Kettering, Ohio, where they raised their two sons, Jon and Chris. Over the years, Ralph and Donna have been actively involved in their local church.  Ralph has served a number of congregations as their supply and interim ministry pastor, and he also spent many years coaching youth sports.

Ralph is a Wealth Advisor with First Allied Securities, Inc. which is a member of the FINRA or Financial Industry Regulatory Authority as well as the SIPC or Securities Investment Protection Corporation. Ralph holds a Series 6, 63, 66 and 7 licenses.  Ralph is also licensed to provide a variety of insurance products to meet his client’s needs including life, disability, and long-term care insurance. Ralph is an Investment Advisory Representative with First Allied Advisory Services, Inc.



            Check the background of investment professionals on: FINRA's brokercheck