Team
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...
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...
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....