Our Team

Here is our Team

Randy Rawe, President

Randy is committed to helping both individuals and business clients pursue their Investment and Retirement goals. His areas of focus include Investment Strategy, 401k Rollover, 401k Plans, Buy-Sell Funding arrangements, Deferred Compensation structures, Key Employee Retention strategies, Life and Disability Insurance Coverage, and Long Term Care Planning.

Randy's thirty six years of business experience include Finance, Investment Management and Corporate Banking.  He has an MBA in Finance from Xavier University and a BS in Business Management from Northern Kentucky University.

Randy has been active in numerous community, non-profit, and religious organizations throughout his business career, including Northern Kentucky Chamber of Commerce, Visiting Nurses Association, DCCH Center for Children and Families, Sisters of Divine Providence, Holy Trinity School, Alliance for Catholic Urban Education and St. Joseph Parish.

Randy is an Investment Advisor Representative offering investments and advisory services through Lincoln Financial Securities and he holds a Series 7 and Series 66 registrations. Randy also holds a Life and Health Insurance License.

 

Linda Rawe, Chief Operating Officer

Linda is responsible for all back office operations to ensure that our clients receive an exceptional experience as we work with them to achieve their Investment and Retirement Goals.

Linda has thirty four years of experience in the Information Technology industry working for IBM and AT&T.

Linda has been active in numerous community, non-profit and religious organizations throughout her business career, including St. Joseph Parish, Board Member for Sisters of Divine Providence Development Committee, Board Member and Halo League Member for DCCH Center for Children and Families, Board Member for Rawe Family Foundation.

Linda graduated Magna Cum Laude from Northern Kentucky University with a Bachelor of Science in Management and an Associate Degree in Information Systems.

Eric Rawe, Financial Analyst

Eric is a 2014 Graduate of Northern Kentucky University with a Bachelor of Science in Finance.  He joined the family business in 2013.  Eric is involved in all aspects of the business and works with clients to ensure that they receive an exceptional experience as we work with them to pursue their  financial goals.