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Our Team

Our team is constantly growing as we strive to provide you with more experience and people ready to help you with your financial process.

Financial Team

Phil Ratcliff, CFP®, founded rebel Financial in 2013, transforming it into one of the largest Fee-Only RIAs in the Midwest and among the fastest-growing organically nationwide. With a dedication to prioritizing people over profits, Phil has grown rebel Financial from the ground up through hard work, charisma, and a genuine passion for the business. He excels in advanced planning, including executive benefits, stock options, charitable giving, and complex estate/tax planning. Phil also focuses on refining business processes to propel the firm to new heights and consistently enhance client value.

Phil Ratcliff

President & Senior Advisor

CFP

Anthony (Tony) Jones is a Certified Financial Planner® (CFP) and the Lead Financial Advisor at rebel Financial in Columbus, Ohio. With over 10 years of experience in financial services, Tony creates holistic financial plans for clients and prepares taxes as an Enrolled Agent. He also hosts his own series on the rebel Financial YouTube channel, where he produces weekly videos covering topics such as those related to Social Security, retirement, federal financial aid, and tax tips.

Anthony "Tony" Jones

Lead Advisor

CFP, EA, MBA

Barry is a Certified Financial Planner® at rebel Financial in Columbus Ohio with over 7 years of experience working as a fee-only comprehensive financial planner. Barry’s passion is to help special needs families and families approaching retirement to achieve their goals through financial and estate planning. His prior work background in health care policy has given him considerable expertise in the areas of long-term care, disability, Social Security, Medicare, and Medicaid.

Barry Jamieson

Associate Advisor

CFP, MA

Jonathan Bailey is an Associate Advisor at rebel Financial in Columbus, Ohio. Jonathan graduated from The University of Montevallo’s Michael E. Stephens College of Business with a Bachelor’s in Management in 2003 and proceeded into his career with over seven years of management and sales experience. Not long after rebel Financial was founded, Jonathan joined the team as admin and office manager. In early 2019, Jonathan passed the Uniform Investment Adviser Law Examination, also called the Series 65 exam, to become a licensed investment adviser representative.

Jonathan Bailey

Associate Advisor

CFP

Phil Ratcliff, CFP®, founded rebel Financial in 2013, transforming it into one of the largest Fee-Only RIAs in the Midwest and among the fastest-growing organically nationwide. With a dedication to prioritizing people over profits, Phil has grown rebel Financial from the ground up through hard work, charisma, and a genuine passion for the business. He excels in advanced planning, including executive benefits, stock options, charitable giving, and complex estate/tax planning. Phil also focuses on refining business processes to propel the firm to new heights and consistently enhance client value.

Phil Ratcliff

President & Senior Advisor

CFP

Anthony (Tony) Jones is a Certified Financial Planner® (CFP) and the Lead Financial Advisor at rebel Financial in Columbus, Ohio. With over 10 years of experience in financial services, Tony creates holistic financial plans for clients and prepares taxes as an Enrolled Agent. He also hosts his own series on the rebel Financial YouTube channel, where he produces weekly videos covering topics such as those related to Social Security, retirement, federal financial aid, and tax tips.

Anthony "Tony" Jones

Lead Advisor

CFP, EA, MBA

Barry is a Certified Financial Planner® at rebel Financial in Columbus Ohio with over 7 years of experience working as a fee-only comprehensive financial planner. Barry’s passion is to help special needs families and families approaching retirement to achieve their goals through financial and estate planning. His prior work background in health care policy has given him considerable expertise in the areas of long-term care, disability, Social Security, Medicare, and Medicaid.

Barry Jamieson

Associate Advisor

CFP, MA

Jonathan Bailey is an Associate Advisor at rebel Financial in Columbus, Ohio. Jonathan graduated from The University of Montevallo’s Michael E. Stephens College of Business with a Bachelor’s in Management in 2003 and proceeded into his career with over seven years of management and sales experience. Not long after rebel Financial was founded, Jonathan joined the team as admin and office manager. In early 2019, Jonathan passed the Uniform Investment Adviser Law Examination, also called the Series 65 exam, to become a licensed investment adviser representative.

Jonathan Bailey

Associate Advisor

CFP

Christina Povenmire founded a local financial planning firm prior to merging with rebel Financial. With over 20 years of experience owning her own practice and providing comprehensive financial planning not only to individual families, but also small businesses including medical and dental practices. These entrepreneurial enterprises have a unique set of planning opportunities and Christina has helped many to navigate and implement strategies designed to help create dramatic tax saving which benefits both the owner and employees.

Christina Povenmire

Senior Advisor

CFP, MBA

Case Belger graduated from The Ohio State University with a bachelor's degree in Consumer and Family Financial Services. Through hard work and dedication, he quickly earned a spot as a Financial Coach at rebel Financial in the summer of 2024. He has passed the Security Industry Essentials and Series 65 Uniform Investment Adviser Law exams and is on the path to obtaining the Certified Financial Planner (CFP) designation. In his free time, Case enjoys outdoor activities such as camping, fishing, and kayaking.

Case Belger

Financial Coach

Russell Thamm is an Assistant Financial Planner at rebel Financial, having quickly advanced to this role in the summer of 2023. He is currently enrolled at Texas Tech University, where he studies personal financial planning and is an active member of the Personal Financial Planning Association (PFPA). In his free time, Russell enjoys playing golf, reading, and spending time with friends and family. After graduation, he plans to become a Certified Financial Planner to help others achieve financial success.

Russell Thamm

Assistant Financial Planner

Franco holds a Bachelor's degree in Finance and Business Administration from Friends University (2022) and quickly earned a role as a Junior Investment Analyst at rebel Financial in the summer of 2024. He has experience as a Retail Trading Specialist at TD Ameritrade (now Charles Schwab) and holds Series 7 and Series 63 licenses. Currently, Franco is pursuing a Master's degree in Financial Mathematics at North Carolina State University, with an anticipated graduation in December 2024.

Franco Lozzo

Junior Investment Analyst

Christina Povenmire founded a local financial planning firm prior to merging with rebel Financial. With over 20 years of experience owning her own practice and providing comprehensive financial planning not only to individual families, but also small businesses including medical and dental practices. These entrepreneurial enterprises have a unique set of planning opportunities and Christina has helped many to navigate and implement strategies designed to help create dramatic tax saving which benefits both the owner and employees.

Christina Povenmire

Senior Advisor

CFP, MBA

Case Belger graduated from The Ohio State University with a bachelor's degree in Consumer and Family Financial Services. Through hard work and dedication, he quickly earned a spot as a Financial Coach at rebel Financial in the summer of 2024. He has passed the Security Industry Essentials and Series 65 Uniform Investment Adviser Law exams and is on the path to obtaining the Certified Financial Planner (CFP) designation. In his free time, Case enjoys outdoor activities such as camping, fishing, and kayaking.

Case Belger

Financial Coach

Russell Thamm is an Assistant Financial Planner at rebel Financial, having quickly advanced to this role in the summer of 2023. He is currently enrolled at Texas Tech University, where he studies personal financial planning and is an active member of the Personal Financial Planning Association (PFPA). In his free time, Russell enjoys playing golf, reading, and spending time with friends and family. After graduation, he plans to become a Certified Financial Planner to help others achieve financial success.

Russell Thamm

Assistant Financial Planner

Franco holds a Bachelor's degree in Finance and Business Administration from Friends University (2022) and quickly earned a role as a Junior Investment Analyst at rebel Financial in the summer of 2024. He has experience as a Retail Trading Specialist at TD Ameritrade (now Charles Schwab) and holds Series 7 and Series 63 licenses. Currently, Franco is pursuing a Master's degree in Financial Mathematics at North Carolina State University, with an anticipated graduation in December 2024.

Franco Lozzo

Junior Investment Analyst

Marketing & Administrative Team

Joining rebel Financial in 2019 as an intern, Alex Laurenzi swiftly advanced to become our Marketing Associate. Holding a degree in Marketing and Digital Media Design from Muskingum University, Alex specializes in crafting user-friendly experiences through website design and strategic email marketing. Beyond the digital domain, Alex enjoys a health-conscious lifestyle and outdoor activities like biking and snowboarding. Committed to constant growth, Alex spearheads innovative marketing strategies to elevate rebel Financial's reach and brand.

Alex Laurenzi

Marketing Associate

Dylan is a Marketing Associate at rebel Financial. He acquired two degrees - a bachelor's in Graphic Design at Shawnee State University and a bachelor's in Strategic Communications at The Ohio State University. Dylan was a designer for 3 years and was previously an intern for rebel before being hired full-time. In his free time, Dylan plays competitive volleyball and is an avid video gamer.

Dylan Elmore

Marketing Associate

Hailey Hall, serves as our Operations Specialist at rebel Financial. She holds an MBA and a Bachelors in Business Forensics, complemented by an Associates in Paralegal Studies. Boasting over 7 years in operations management, Hailey is dedicated to streamlining workflows, implementing strategic solutions, and nurturing a culture of continuous improvement. Hailey's academic prowess, coupled with her extensive professional background, uniquely positions her to approach operations with a comprehensive perspective. Her commitment to excellence extends into her personal life, where she finds joy in quality moments with her husband and two daughters, Reagan and Kennedy.

Hailey Hall

Operations Specialist

MBA

Richard graduated from Bowling Green State University with a B.S. degree in 1993. He held positions in various customer service-related roles for Nationwide, Morgan Stanley Dean Witter, JPMorgan Chase, and Bank of America. Richard then joined rebel Financial in October 2017 where he currently helps with new business acquisition, client inquiries, setting up prospective appointments, and review appointments for our clients. He enjoys forging new relationships with people and is client-focused in nature. A lifelong and diehard Buckeye fan, Rich would love to one day play in a poker event at the World Series of Poker in Las Vegas.

Richard Fleeman

Client Service Specialist

Joining rebel Financial in 2019 as an intern, Alex Laurenzi swiftly advanced to become our Marketing Associate. Holding a degree in Marketing and Digital Media Design from Muskingum University, Alex specializes in crafting user-friendly experiences through website design and strategic email marketing. Beyond the digital domain, Alex enjoys a health-conscious lifestyle and outdoor activities like biking and snowboarding. Committed to constant growth, Alex spearheads innovative marketing strategies to elevate rebel Financial's reach and brand.

Alex Laurenzi

Marketing Associate

Dylan is a Marketing Associate at rebel Financial. He acquired two degrees - a bachelor's in Graphic Design at Shawnee State University and a bachelor's in Strategic Communications at The Ohio State University. Dylan was a designer for 3 years and was previously an intern for rebel before being hired full-time. In his free time, Dylan plays competitive volleyball and is an avid video gamer.

Dylan Elmore

Marketing Associate

Hailey Hall, serves as our Operations Specialist at rebel Financial. She holds an MBA and a Bachelors in Business Forensics, complemented by an Associates in Paralegal Studies. Boasting over 7 years in operations management, Hailey is dedicated to streamlining workflows, implementing strategic solutions, and nurturing a culture of continuous improvement. Hailey's academic prowess, coupled with her extensive professional background, uniquely positions her to approach operations with a comprehensive perspective. Her commitment to excellence extends into her personal life, where she finds joy in quality moments with her husband and two daughters, Reagan and Kennedy.

Hailey Hall

Operations Specialist

MBA

Richard graduated from Bowling Green State University with a B.S. degree in 1993. He held positions in various customer service-related roles for Nationwide, Morgan Stanley Dean Witter, JPMorgan Chase, and Bank of America. Richard then joined rebel Financial in October 2017 where he currently helps with new business acquisition, client inquiries, setting up prospective appointments, and review appointments for our clients. He enjoys forging new relationships with people and is client-focused in nature. A lifelong and diehard Buckeye fan, Rich would love to one day play in a poker event at the World Series of Poker in Las Vegas.

Richard Fleeman

Client Service Specialist

Catherine Smith has expertise in client service, account opening and maintenance. She holds an Associate’s Degree with 4 years of Administrative experience and is proficient in handling transfers, data management, and ensuring seamless operations. Catherine is committed to providing personalized support and maintaining a positive client experience. Outside of work she is a dedicated mother of two who finds joy in live music, kayaking and camping adventures.

Catherine Smith

Administrative Assistant

As a Marketing Major, Aaron has worked in restaurants for years in support of his educational endeavors. After graduating from Franklin University in 2023, Aaron began working under the tutelage of his Uncle Phil Ratcliff to help develop thoughtful relationships with clients and partners. Aaron uses his hard work, knowledge of customer relationship systems and charisma to closely connect with clients and find new ways to engage in prospective partnerships. Outside of the office, Aaron's passion for music has taken him across the country and continues to be a driving force in his passion for life.

Aaron Gilliam

Technology Associate

Paul Cannon, our Executive Assistant, plays a pivotal role in ensuring seamless coordination and support for our leadership team. With a strategic outlook honed at the University of Maryland, Paul blends professional expertise with a strong educational background. Beyond work, Paul is a lifelong learner with a passion for travel, exploring diverse cultures and landscapes to enrich personal and professional perspectives. Paul Cannon embodies our team's ethos of professionalism, education, and adventurous spirit, contributing to our dynamic and inclusive workplace culture.

Paul Cannon

Executive Assistant

Diane Timbol, our Executive Assistant for Advisors, plays a crucial role in providing seamless coordination and support to our Financial Advisors. Having studied at the University of the Philippines, Los Baños, Diane brings over 15 years of experience in BPO companies and Virtual Assistance. Her extensive background in customer service and e-commerce operations, combined with her expertise in sales, logistics, and retention, ensures that our operations run smoothly and client satisfaction is consistently enhanced. Diane's proficiency in internet applications and her Six Sigma Yellow Belt Certification further strengthen her ability to deliver exceptional service and support.

Dee Timbol

Executive Assistant

Catherine Smith has expertise in client service, account opening and maintenance. She holds an Associate’s Degree with 4 years of Administrative experience and is proficient in handling transfers, data management, and ensuring seamless operations. Catherine is committed to providing personalized support and maintaining a positive client experience. Outside of work she is a dedicated mother of two who finds joy in live music, kayaking and camping adventures.

Catherine Smith

Administrative Assistant

As a Marketing Major, Aaron has worked in restaurants for years in support of his educational endeavors. After graduating from Franklin University in 2023, Aaron began working under the tutelage of his Uncle Phil Ratcliff to help develop thoughtful relationships with clients and partners. Aaron uses his hard work, knowledge of customer relationship systems and charisma to closely connect with clients and find new ways to engage in prospective partnerships. Outside of the office, Aaron's passion for music has taken him across the country and continues to be a driving force in his passion for life.

Aaron Gilliam

Technology Associate

Paul Cannon, our Executive Assistant, plays a pivotal role in ensuring seamless coordination and support for our leadership team. With a strategic outlook honed at the University of Maryland, Paul blends professional expertise with a strong educational background. Beyond work, Paul is a lifelong learner with a passion for travel, exploring diverse cultures and landscapes to enrich personal and professional perspectives. Paul Cannon embodies our team's ethos of professionalism, education, and adventurous spirit, contributing to our dynamic and inclusive workplace culture.

Paul Cannon

Executive Assistant

Diane Timbol, our Executive Assistant for Advisors, plays a crucial role in providing seamless coordination and support to our Financial Advisors. Having studied at the University of the Philippines, Los Baños, Diane brings over 15 years of experience in BPO companies and Virtual Assistance. Her extensive background in customer service and e-commerce operations, combined with her expertise in sales, logistics, and retention, ensures that our operations run smoothly and client satisfaction is consistently enhanced. Diane's proficiency in internet applications and her Six Sigma Yellow Belt Certification further strengthen her ability to deliver exceptional service and support.

Dee Timbol

Executive Assistant

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rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
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