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

Acie Middleton

Financial Coach - Acie Middleton is a Financial Coach at rebel Financial in Columbus, Ohio. From Cleveland, Acie is an Ohio native and graduated from Ohio University with his Bachelor’s in African American/Black Studies in 2011. Before entering the financial industry, Acie worked professionally in education and sales roles, which are skills that he still utilizes in his role today. Since joining the firm in 2019, Acie has passed the Uniform Investment Adviser Law Examination, also called the Series 65 exam, to become a licensed investment adviser representative and is currently working on satisfying the CFP® coursework in preparation for the CFP® examination.
Schedule Appointment

Jonathan Civardi

Associate Paraplanner - John Civardi is an Associate Paraplanner at rebel Financial in Columbus, Ohio. John earned his Master of Science in Personal Financial Planning from Texas Tech University in May of 2021. At rebel, John assists advisors in building and updating financial plans. In his free time John can be found volunteering at the Columbus Dream Center, in fellowship with his church community, and cheering on the Texas Tech Red Raiders.
Schedule Appointment

Jake Splain

Financial Advisory Intern - Coming soon

Collin Boyd

Financial Planning Intern - Collin Boyd is a Financial Planning Intern at rebel Financial. He will be entering his fourth year as a finance student at The Ohio State University with plans to graduate in the fall of 2023. At rebel Financial, he assists paraplanners and advisors by building and updating financial plans. Outside of his time in the office, Collin competes in eSports for Ohio State and can often be found at the game arenas around campus!

Marketing & Administrative Team

Alex Laurenzi

Marketing Associate

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 Rountree

Administrative Specialist

Nicholas Shepard

Tech Associate - Nic Shepard is the Tech Associate for rebel Financial in Columbus, Ohio. His can-do attitude, critical thinking, and problem-solving skills have been a valuable asset in advancing the technology we use every day. Nic's favorite pasttime is competitive gaming, where he travels around Ohio and the rest of the country entering tournaments. Currently, Nic is finishing his Bachelors of Science in Computer Science & Engineering from The Ohio State University with a projected graduation date of August 2022.

Peyton Chapman

Marketing Intern - Coming soon

Tyler Howard

Marketing Intern - Coming soon

What People Say About Us

Client Testimonials

Interested in becoming part of the team?