The Retirement Corporation of America Team
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Meet the Team:
Chris Kiley, CFP®, CRPS®
President
513-605-3559 | chris.kiley@rca-online.com
Chris works with the RCA team to deliver the investment strategies, experiences, and services necessary to meet the long-term financial and lifestyle objectives of our clients. As a 23 year veteran of RCA, Chris has been a lead advisor and member of the investment strategy team for many of those years, and continues to introduce new families to the firm.
Chris lives in White Oak with his family.
Education & Professional Memberships/Designations:
BA in History/Business Administration, University of Notre Dame; CERTIFIED FINANCIAL PLANNER™ professional; Chartered Retirement Plans Specialist℠ professional; Series 65 Registered Investment Advisor
Ted Finlay
Director of Investment Research and Portfolio Management
513-534-6894 | ted.finlay@53.com
Ted manages the investment research and portfolio management process for RCA and oversees the firm’s full suite of discretionary portfolios. He is also a member of Fifth Third’s Asset Allocation Committee. Ted has more than 27 years of experience in investment analysis, asset allocation, and manager research.
Ted lives in Maineville with his family.
Education & Professional Memberships/Designations:
BS in Business Administration, Skidmore College; MBA in Finance, Suffolk University
Linda Glass, JD, CFP®, CExP™
Advisory Services General Manager
513-605-3570 | linda.glass@rca-online.com
Linda works with RCA clients in the areas of estate, retirement, tax, savings and cash flow, and Social Security planning. She is a CERTIFIED FINANCIAL PLANNER™ professional and licensed attorney. As a Certified Exit Planner℠ professional, Linda can assist business owners prepare to sell their businesses on their terms.
Linda lives in Liberty Township with her family.
Education & Professional Memberships/Designations:
BA in English, Ohio State University; JD, Ohio State University; CERTIFIED FINANCIAL PLANNER™ professional; Certified Exit Planner℠ professional; Notary Public
Brian Merrick, CFP®, APMA®, CRPC®
Advisory Services General Manager
513-605-3553 | brian.merrick@rca-online.com
Since 2000, Brian has helped clients understand, define, and achieve their investment and financial planning goals. With RCA, he helps clients invest their assets over the long-term by building trust-based relationships rooted in collaboration, education, and respect.
Originally from Massachusetts, Brian and his family live in Symmes Township.
Education & Professional Memberships/Designations:
BA in Economics, St. Lawrence University; CERTIFIED FINANCIAL PLANNER™ professional; Accredited Portfolio Management Advisor™ professional; Chartered Retirement Planning Counselor™ professional.
Diane Hulls
Chief Compliance Officer
513-534-7452 | diane.hulls@53.com
Diane and her compliance team manage opportunities to improve processes, identify risks, and implement controls to mitigate risks. Previously, she was with Mainstream Investment Advisers and Providian Corporation, serving in Chief Compliance Officer and various financial and investment capacities. Diane has over 33 years of experience in the finance industry.
Diane lives in Louisville with her family, where she volunteers for her church.
Education & Professional Memberships/Designations:
BS in Business Administration/Accounting, Franklin University; MBA, Bellarmine University
Steve Dufek
Senior Trading Manager
513-605-3580 | steve.dufek@rca-online.com
Steve is responsible for ongoing maintenance of our client portfolios, investment performance calculations, and trading information. He maintains client portfolios by reviewing and rebalancing when needed. He has over 25 years of financial experience, primarily in brokerage operations and specializing in equity, option, and fixed income trading.
Steve lives in West Chester with his family and is a former hockey player.
Education & Professional Memberships/Designations:
Studied Accounting at the University of Cincinnati; formerly held the Series 7, 8, and 63 NASD licenses
Cheryl Beyer
Financial Advisor Support Specialist
513-605-3573 | cheryl.beyer@rca-online.com
Cheryl’s role is to provide daily administrative support to RCA financial advisors for existing and potential clients. She has operational duties linked to account maintenance, risk management, and marketing and client relations, including but not limited to, opening accounts, generating reports, meeting preparation/follow-up, and insurance support.
Cheryl lives with her family in Liberty Township.
Education & Professional Memberships/Designations:
AA in Executive Secretarial and Data Entry, Cincinnati State; Certified Professional Secretary and Notary Public
Karen Conrad
Licensed Investment Support Specialist
513-605-3555 | karen.conrad@rca-online.com
Karen has been in the financial services industry since 2003. In her current role at RCA, Karen assists the advisors with every aspect of advisory services, from scheduling appointments, meeting preparation for portfolio reviews, as well as office administration and event planning.
Karen and her husband live in Cincinnati’s east side and have three adult children.
Education & Professional Memberships/Designations:
AA in Business Data Processing, Cincinnati State; Series 7 and 66 licenses; Ohio Insurance license; Notary Public
Arthur DeLuca
Licensed Investment Support Specialist
513-605-3557 | arthur.deluca@rca-online.com
Arthur assists the RCA advisory team with the daily activities supporting client management. Over his financial services career, which began in 1999, Arthur has served as a financial advisor, portfolio advisor, and client relationship specialist. He also brings to RCA 17 years of business management experience.
Arthur lives with his family in Amberley Village.
Education & Professional Memberships/Designations:
BA in Electronic Media/Technology, University of Cincinnati; Series 7 and 66 licenses; SIE license