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.
Schedule Appointment

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.
Schedule Appointment

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.
Schedule Appointment

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.
Schedule Appointment

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.

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.

Joi Afalla

Client Service Specialist - Joi, our dedicated Client Service Specialist. A proud graduate of Business Management from Far Eastern University, Joi has honed her skills through various customer service and sales roles. In November 2023, she joined Rebel Financial, bringing her expertise to new business acquisitions, handling client inquiries, setting up prospective appointments, and conducting review appointments for our valued clients. Her passion lies in forging meaningful relationships with people, and her client-focused nature ensures that our clients receive top-notch service. Beyond her professional endeavors, Joi finds joy in photography, capturing moments that reflect her vibrant personality and adding a personal touch to her interaction

What People Say About Us

Client Testimonials

Interested in becoming part of the team?