Meet 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

President and Senior Advisor - Phil Ratcliff is a Certified Financial Planner® (CFP) and the founder of rebel Financial, a financial firm that he started in 2013 that has grown into one of the largest Fee-Only RIAs in the midwest and fastest organically growing in the country. Phil’s hard work, charisma, and true passion for his business have helped him build rebel from the ground up with the unique objective (at least in the financial world) to put “People before profits.” He specializes in advanced planning (such as executive benefits, stock options, charitable giving, and complex estate/tax planning) and building the business processes that are continuing to drive the firm forward to new heights to deliver ever more value to our clients.

Christina Povenmire

Senior advisor, CFP and MBA - 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.
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Anthony "Tony" Jones

Lead Advisor, CFP, EA, MBA - 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.
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Barry Jamieson

Barry Jamieson, Associate Advisor, MA 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.
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Jonathan Bailey

Financial Coach - Jonathan Bailey is a Financial Coach 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 is currently working on satisfying the CFP® coursework in preparation for the CFP® examination.
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Deep Patel

Deep Patel is a Investment Management Operations Associate at Rebel Financial in Columbus, Ohio. Deep graduated from Franklin University with a bachelors in Financial management in 2021. He has been working in the financial services sector since 2021. Deep is currently working on passing the Series 65 exam and the CFA exam.

Russell Thamm

Financial Planning Intern Russell Thamm is a part of the 2023 summer intern program. He is enrolled at the University of Texas Tech, studying personal financial planning. Russell is a member of the Personal Financial Planning Association at Texas Tech, PFPA, a student-led organization which focuses on creating connections between students and Certified Financial Planners. In his free time enjoys playing golf, reading, and spending time with friends and family. After graduating he plans to become a Certified Financial Planner, to help people achieve financial success.

Franco Lozzo

Investment Intern - Franco is an Investment Management intern for the summer of 2024. He obtained his Bachelor's degree in Finance and Business Administration from Friends University in 2022, where he was the VP of Portfolio Management of the student led investment group, as well as a member of the varsity men's tennis team, one of his many sports passions. After completing his undergraduate studies, he joined TD Ameritrade (now merged with Charles Schwab) as a Retail Trading Specialist, where he worked up until the Fall of 2023, obtaining his Series 7 and Series 63 licenses. Currently, Franco is completing his Master's degree in Financial Mathematics from North Carolina State University, with an expected graduation date of December 2024.

Xiaozhe Zhang

Investment Intern - Xiaozhe (Josh) Zhang is a master's student in Mathematical Finance at Boston University, bringing a solid foundation in finance and technology to his studies. He graduated from Lehigh University in 2023 with a dual major in Finance and Business Information Systems. Josh is known for his robust quantitative analytical abilities and communication skills. He excels at transforming complex financial and mathematical concepts into clear, understandable language, making him a valuable asset in academic and professional settings. With a keen interest in financial modeling, data analysis, and risk management. Josh is dedicated to leveraging his expertise to solve intricate financial problems and contribute to advancing the financial industry.

Case Belger

Financial Planning Intern - Case Belger is a part of the 2024 summer internship program. He graduated from The Ohio State University with a bachelor's degree in Consumer and Family Financial Services. He has since passed the Security Industry Essentials and Series 65 Uniform Investment Adviser Law exams. In his free time he enjoys spending time outdoors camping, fishing, and kayaking. Case is dedicated to furthering his expertise in financial planning and is currently on the path towards obtaining the Certified Financial Planner (CFP) designation.

Marketing & Administrative Team

Alex Laurenzi

Marketing Associate - 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.

Dylan Elmore

Marketing Assistant - Dylan is a Marketing Assistant 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.

Richard Fleeman

Client Service Specialist - 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.

Hailey Hall

Operations Specialist, MBA - 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.

Catherine Smith

Administrative 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.

Paul Cannon

Executive Assistant - Meet Paul Cannon, our Executive Assistant whose invaluable role ensures seamless coordination and support for our leadership team. Paul Cannon leverages their educational background from the University of Maryland to bring a strategic outlook to their responsibilities, seamlessly blending professional expertise with a solid educational foundation. Beyond the office, Paul Cannon is a lifelong learner, reflecting a commitment to personal growth. In their free time, Paul Cannon is an avid traveler, exploring diverse cultures and landscapes, enriching both their personal and professional perspectives. Paul Cannon embodies our team's spirit, blending professionalism, education, and a sense of adventure, contributing to our dynamic and inclusive workplace culture.

James Go

Executive Assistant - James Go, with a decade in HR, excels in learning & development, employee engagement, and performance management. His journey has been marked by a deep-seated passion for nurturing talent and fostering growth within organizations. For James, the true essence of his work lies in witnessing the transformative journey of individuals as they surpass their own expectations. Outside work, Spending quality time with his wife and their energetic corgi serves as a reminder of life's simple pleasures and the importance of maintaining a healthy work-life balance. These moments rejuvenate him, fueling his passion for both personal and professional growth.

Joy Oestreich

Client Service Specialist - Joy has a passion for building meaningful connections and fostering client relationships. Graduating with a degree in AB Philosophy from De La Salle University, she brings a unique perspective to her role. With five years of experience in Client Support and Care, Joy has honed her ability to understand and anticipate client needs, believing it to be pivotal in business growth and client satisfaction. Joy's adventurous spirit and openness to new experiences not only enrich her personal life but also inform her professional approach, allowing her to connect with clients on a deeper level and navigate the complexities of international business with ease.

Aaron Gilliam

Technology Associate - 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.

What People Say About Us

Client Testimonials

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