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Meet the rebel Financial Team

Our experienced financial and business professionals are available any time you need them... Meet the family!


 

Phil Ratcliff: President

Phil served in the US Army for 8 years and has been a financial advisor for over 14 years. He started his career at American Express Financial Advisors in 2003, then moved to AXA Advisors for 7 years before founding rebel Financial LLC in 2013.Phil Ratcliff Family

Phil holds an AIF®, CFP®, ChFC®, CLU®, is an active member in the Financial Planning Association as well as the National Association of Personal  Financial Advisors.

Phil is married to Stephanie Ratcliff, a RN at Nationwide Children‘s Hospital, they have 5 beautiful children, 3 dogs and 3 cats.

  • Investment Advisor Representative for rebel Financial
  • B.A. in History from The Ohio State University
  • Accredited Investment Fiduciary (AIF®)
  • Chartered Financial Consultant (ChFC®)
  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)

Please feel free to contact me:

Office: (614) 441-9605
Phil@rebelfinancial.com

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View Phil’s ADV Part 2B

 

 

Jonathan Bailey: Office Manager

Jonathan is originally from Huntsville, Alabama but moved and has made his home in Columbus, Ohio since 2012.   He is married to Erin Bailey, who is originally from Columbus, Ohio and works for NBBJ as a marketing specialist. He lives a very active lifestyle stemming back from his days playing college basketball at the University of Montevallo in Alabama. Jonathan is a very charismatic and outgoing individual who strives to make the most out of life’s opportunities. Jonathan and his wife Erin have a one year old named Harper. Hobbies include running, lifting, golf, supporting the Crimson Tide of Alabama’s football program, and spending as much quality time with family as possible.

  • Office Manager at rebel Financial
  • B.S. in Management from the Accredited Michael E. Stephens College of Business at The University of Montevallo
  • Client Relations/Management Expert
  • Over 7 years of high level sales experience

Jonathan@rebelfinancial.com
Office: (614) 441-9605 Ext.4

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Tony Jones: Lead Financial Advisor

Tony has worked in the financial services industry for more than 12 years, having first started his career as a financial advisor in 2005. He specializes in working with individuals to meet their financial goals. In addition to working directly with individuals, he also works with small and medium-sized organizations to manage their retirement plans and the ensuing needs of the participants. He also has experience in the manufacturing and retail industries.

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Originally from the Chicagoland area, Tony moved to Columbus in 2008.  He is married to Susan and has two children and three step-children.  Susan is originally from Columbus and is an education manager with the Ohio Bankers League.

  • Investment Advisor Representative for rebel Financial
  • B.S. in Accounting from Indiana University
  • M.B.A. from Lake Forrest Graduate School
  • Accredited Investment Fiduciary (AIF®)
  • Certified Financial Planner (CFP®)

In his spare time, when he is not busy watching his children’s sporting events, Tony enjoys reading and running.

Tony@rebelfinancial.com
Office: (614) 441-9605 Ext.6

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View Tony’s ADV Part 2B

Richard Fleeman: Administrative Associate

Richard holds a Bachelor of Science in Education from Bowling Green State University. He joined rebel Financial in October, 2017 with 15 years of banking and financial services experience. His background from Nationwide, JP Morgan Chase and Bank of America includes Individual and Group Annuity Operations, Pensions, Structured Settlements and Banking Operations.

In his free time, Richard enjoys playing golf, softball, cards and table tennis. He considers himself very fortunate to have a loving and supportive family and lives with the love of his life, Heather. The two of them share a home with their dog, Dempsey, and cat, Shevy.
richard@rebelfinancial.com
Office: (614) 441-9605

William Martinez: Paraplanner

William joined rebel Financial in Fall of 2016 as a financial planning intern. He stayed with the company as an administrative assistant, paid his way through college, and graduated debt-free in December of 2017. He is now a full-time paraplanner at rebel Financial. William is currently working on finishing necessary coursework and taking the CFP examination in 2018, then going on to become a CFP(R) certified financial advisor. William specifically wants to help those who are in college and those who have taken out loans for their education and help them become debt-free.

William with rF Team

William@rebelfinancial.com
Office: (614) 441-9605, ext 8

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Anne Wesley: Administrative Assistant

Anne joined rebel Financial in the Spring of 2018 as a financial planning intern. She graduated from Capital University with a Bachelors in Arts in Mathematics in May of 2018 and plans to continue her education by getting a Master of Science in Financial Mathematics at the University of Exeter in the Fall of 2019. In her spare time, Anne enjoys reading, playing piano, and cooking.

anne@rebelfinancial.com
Office: (614) 441-9605

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Interested in Joining our Team?

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Or you may contact us at: (614) 441-9605 or Email us.