Contact us


Our Team


 

 

 

 

 

 

Phil Ratcliff: President

Phil served in the US Army for 8 years and has been a financial advisor for over 14 years. He started his career at American Express Financial Advisors in 2003, then moved to AXA Advisors for 7 years before founding rebel Financial LLC in 2013.Phil Ratcliff Family

Phil holds an AIF®, CFP®, ChFC®, CLU®, is an active member in the Financial Planning Association as well as the National Association of Personal  Financial Advisors.

Phil is married to Stephanie Ratcliff, a RN at Nationwide Children‘s Hospital, they have 5 beautiful children, 3 dogs and 3 cats.

  • Investment Advisor Representative for rebel Financial
  • B.A. in History from The Ohio State University
  • Accredited Investment Fiduciary (AIF®)
  • Chartered Financial Consultant (ChFC®)
  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)

Please feel free to contact me:

Office: (614) 441-9605
Phil@rebelfinancial.com

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View Phil’s ADV Part 2B

 

 

 

 

 

 

 

Jonathan Bailey: Office Manager

Jonathan is originally from Huntsville, Alabama but has recently made his home in Columbus, Ohio. Jonathan & Erin 1 He is married to Erin Bailey, who is originally from Columbus, Ohio and works as a marketing specialist for NBBJ downtown.  He lives a very active lifestyle stemming back from his days playing college basketball at The University of Montevallo in Alabama.  Jonathan is a very charismatic and outgoing individual who strives to make the most out of life. Jonathan and his wife Erin welcomed their first child in December of 2016 and he strives to be a great father to his baby girl Harper.

  • Office Manager at rebel Financial
  • B.S. in Management from the Accredited Michael E. Stephens College of Business at The University of Montevallo
  • Client Relations Expert
  • Over 7 years of high level sales experience

Jonathan@rebelfinancial.com
Office: (614) 441-9605 Ext.4

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Tony Jones: Support Financial Advisor

Tony has worked in the financial services industry for more than 10 years, having first started his career as a financial advisor in 2005.  He specializes in working with individuals to meet their financial goals.  In addition to working directly with individual, he also works with small and medium-sized organizations to manage their retirement plans and the ensuing needs of the participants.  He also has experience in the manufacturing and retail industries.

fam picture

Originally from the Chicagoland area, Tony moved to Columbus in 2008.  He is married to Susan and has two children and three step-children.  Susan is originally from Columbus and is an education manager with the Ohio Bankers League.

  • Investment Advisor Representative for rebel Financial
  • B.S. in Accounting from Indiana University
  • M.B.A. from Lake Forrest Graduate School
  • Accredited Investment Fiduciary (AIF®)
  • Certified Financial Planner (CFP®)

In his spare time, when he is not busy watching his children’s sporting events, Tony is an avid runner and triathlete.

Tony@rebelfinancial.com
Office: (614) 441-9605 Ext.6

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William Martinez: Administrative Assistant

Originally, William joined us as our 2016 Fall Financial Planning Intern. He did such a wonderful job that we asked him to stay on as one of our full-time administrative assistants. He is enrolled at OSU’s Fisher College of Business and is on track to graduate with his BS in Financial Planning in the Winter of 2017.

William with rF Team

We are excited to have William as a part of the rebel Financial team and anxiously await his graduation to see where his future ambitions will take him!

William@rebelfinancial.com
Cell: (614) 441-9605, ext 8

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Pawan “Deep” Singh: Fall 2017 Intern

Deep is in his final year of studies as an undergraduate at The Ohio State University. His major is
Consumer and Family Financial Services and he is on track earn his Certified Financial Planner (CFP) designation upon graduation. Deep is currently interning with us for the Fall of 2017 in our financial planning track. He is very active in and out of the workplace and goes to the gym five days a week. He is very motivated in the classroom and enthusiastic about his future career.

Pawan@rebelfinancial.com

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Interested in Joining our Team?

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Or you may contact us at: (614) 441-9605 or Email us.

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