Broker Check



Jose "Rafi" Rodriguez, Colonel (Ret), USAF

President, RICP®, FRC℠



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...

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Mark Richmond, US Navy Veteran

Financial Advisor



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...

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Sara Noble

Executive Assistant

(937) 427-4291

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....

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