Our Firm
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
Who We Serve
Our clients are Department of Defense, Federal, Business Professionals and small business owners planning for retirement or already in retirement.
Our Services
We Provide Our Individual Clients “Comprehensive Financial Planning And Portfolio Management Services”. We Also Provide Benefit Services To Our Business Clients.
Jose "Rafi" Rodriguez, Colonel (Ret), USAF
President, RICP®, FRC℠
937-427-1242
After culminating his successful military career in March 2004, he then pursued a career as a Financial Advisor and now presides over “Rodríguez Financial Strategies, Limited Liability Company”. He specializes in...
Mark Richmond, US Navy Veteran
Financial Advisor
937-427-1242
Mark retired from NCR after a 28 year career in customer service, with a focus on operations management. He is a summa cum laude graduate of Capital University with a degree in Accounting. He is also a 9 year veteran of the US Navy...
Jason Hallmark, MBA, CFP®, CLU®, CLTC®, RICP®
Financial Advisor
937 427-1242
Born and raised in Western New York, I moved to Ohio in the late 1990s. I am a graduate of the Rochester Institute of Technology and have a Master’s Degree from Wright State University. My wife, Lori, and I live in Xenia, OH, and...
Sara Noble
Executive Assistant
937 427-1242
Sara Noble is an experienced restaurant manager and care management health specialist in a managed care organization. She obtained her B.S. in Business Administration Summa Cum Laude from Southern New Hampshire University....