RCA’s team approach is designed to aid your assigned advisor with the various duties and components of your Family Master Plan ®. The following three teams are incorporated into your ongoing experience with RCA:
Advisory Team – responsible for frequent and no less than annual comprehensive meetings with our clients. They monitor and update plans, assist with ongoing lifestyle and career changes, and adjust their investment portfolios to align with everchanging needs and goals.
Money Management Team – responsible for daily monitoring and reviewing of accounts using a disciplined process aimed at minimizing risk and maximizing potential return within the framework of our client’s stated risk parameters.
Corporate Governance Team – monitors all of RCA’s business activities to enforce our service philosophy of Commitments Made, Commitments Kept.
Brian Merrick,
CFP®, APMA®, CRPC®
CFP®, APMA®, CRPC®
Advisory Services General Manager
Andrew Mikovch, CFP ®, CTFA®, AWMA ®
Advisory Services General Manager
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.