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 of the Financial Planning Association as well as the National Association of Personal  Financial Advisors.

Phil is married to Stephanie Ratcliff, an 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

Facebook logo LinkedIn logo LinkedIn logo LinkedIn logo

View Phil’s ADV Part 2B

Jonathan Bailey: Financial Coach

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 two children, Harper and Liam. 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

Office: (614) 441-9605 Ext.4

 LinkedIn logo 

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.

fam pictureOriginally 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.

Office: (614) 441-9605 Ext.6

LinkedIn logo

View Tony’s ADV Part 2B

Richard Fleeman: Administrative Specialist

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.
Office: (614) 441-9605

Acie Midlleton: Paraplanner

Acie joined rebel Financial in August of 2019 and is a Paraplanner. He graduated from Ohio University with a B.A. in African American studies. Acie is currently enrolled with Boston University working on satisfying the CFP® coursework in preparation for the CFP® examination. He served for one year with Americorps State and National as a college completion coach for first-gen and low-income students. Acie is also a Certified Financial Education Instructor and a member of the Columbus Young Professional Impact Academy class of 2020. He is also currently working towards passing the Uniform Investment Adviser Law Examination, also called the Series 65 exam, to become a licensed investment adviser representative.

Acie cooking with Rich

Office: (614) 441-9605

LinkedIn logo

Alex Laurenzi: Lead Marketing Associate

Alex joined rebel Financial in the Winter of 2019 as a marketing intern. He graduated from Muskingum University with a Bachelor’s in Marketing and Digital Media Design in 2019. In his spare time, Alex enjoys making designs, staying in shape, and being around friends and family.

Office: (614) 441-9605

LinkedIn logo

LinkedIn logo

Interested in Joining our Team?

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