Meet Our Team

Your RPA Service Team

Josh Schwartz, AIF

Josh Schwartz, AIF

Chief Executive Officer

Ken Mergen

Ken Mergen

President

Zach Karas

Zach Karas

Principal

Caitlin Cunningham

Caitlin Cunningham

Vice President of Marketing & Communications

Brett Pendleton

Brett Pendleton

Vice President of Group Plan Operations

T.J. Kistner, CFA, CAIA

T.J. Kistner, CFA, CAIA

Chief Investment Officer

Matt Frank

Matt Frank

Chief Compliance Officer

Darren Doughty

Darren Doughty

Director of Group Retirement Plans

Rob Mangano, CFP, CPFA

Rob Mangano, CFP, CPFA

Director of Client Relations

Tamme Ford

Tamme Ford

Client Relationship Manager

Alex Gault, CFA

Alex Gault, CFA

Investment Analyst

Alisa Thompson

Alisa Thompson

Director of Finance

RPA Financial Advisors

Michael Allen

Michael Allen

Lee’s Summit, MO

Debra Anton, MBA

Debra Anton, MBA

Wichita, KS

Jeanne Badeaux-Carnline

Jeanne Badeaux-Carnline

Alexandria, LA

Jamilah Brown

Jamilah Brown

Royal Oak, MI

Scott Burbank, CLU, ChFC

Scott Burbank, CLU, ChFC

South Glastonbury, CT

Jeff Casto, AIF

Jeff Casto, AIF

New Lenox, IL

Thomas Clooney

Thomas Clooney

Egg Harbor Township, NJ

Shannon Davis, CRC, NSSA

Shannon Davis, CRC, NSSA

Hinckley, OH

Edna Delphin, MBA

Edna Delphin, MBA

Shreveport, LA

Dan Dodd, CFP, AIF

Dan Dodd, CFP, AIF

Janesville, WI

Dan Harden, CFP, ChFC

Dan Harden, CFP, ChFC

St. Peters, MO

Joe Hilliard

Joe Hilliard

Newberry, MI

David Holler

David Holler

Chicago, IL

Phil Holstrom, MBA

Phil Holstrom, MBA

Lebanon, OH

Paul Keough, PhD, MBA

Paul Keough, PhD, MBA

Chicago, IL

Edward Kindler

Edward Kindler

Galloway, OH

Jim Ladlie

Jim Ladlie

St. Peters, MO

Matt Martin, CFP

Matt Martin, CFP

Northville, MI

Eric Mitchell

Eric Mitchell

Macomb, MI

Randy Nelson

Randy Nelson

Northville, MI

Brett Pendleton

Brett Pendleton

Jefferson City, MO

Duncan Pray

Duncan Pray

Metairie, LA

James Ray, AIF, CRC

James Ray, AIF, CRC

Metairie, LA

Tim Rozelle

Tim Rozelle

Comstock Park, MI

Andy Trachsel, CFA, CPA

Andy Trachsel, CFA, CPA

St. Peters, MO

Ed Tritschler

Ed Tritschler

St. Peters, MO

Angel Tullar, CFP

Angel Tullar, CFP

Janesville, WI

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