Phil Ratcliff AIF®, CFP®, ChFC®, CLU®
A Genuine Team
The secret to truly successful
work is about working with the right people.
President and Senior Advisor
“Phil Ratcliff, a certified financial advisor, is the founder of rebel Financial, a financial firm that he started in 2013. Phil’s hard work, charisma, and true passion for his business has helped him build rebel from the ground up. He specializes in all facets of the financial advising business, whether it be navigating the process to the younger generation to getting retirees on the right track to a hopeful tomorrow, Phil wants to make financial literacy more accessible to everyone.
Phil served in the United States Army for 8 years before settling down into finances in 2003 at American Express Financial Advisors. Phil is an active member in the Financial Planning Association, NAPFA, and NorthStar BNI. Known as the “jack of all trades”, Phil has an extensive background with his Bachelors in History from The Ohio State University and his enthusiasm for technology. His certifications include AIF®,ChFC®, CFP®, and CLU®.
Outside of working diligently at rebel, Phil is married with 5 children. Phil enjoys living life to the fullest and devotes his time to his friends, family, company, and employees.”
Our Financial Team
Tony Jones AIF®, CFP®, EA
“Tony Jones is rebel Financial’s lead financial advisor. Since 2005, Tony has been doing diligence in helping other individuals meet their financial goals. Originally from Chicago, Tony graduated with a Masters of Business Administration from Lake Forrest Graduate School and his undergraduate with a Bachelors in Accounting from Indiana University. Recently in early 2019, Tony completed the IRS Enrolled Agent exam, allowing Tony to be a certified enrolled agent and is the tax expert at rebel Financial.”
Beyond finances, Tony enjoys spending time with his wife, children, and running.
“Nothing in this world can take the place of persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent. The slogan Press On! has solved and always will solve the problems of the human race.” -Calvin Coolidge
“Jonathan Bailey is rebel’s financial coach. Jonathan graduated from The University of Montevallo’s college of business with a Bachelors in Management and proceeded into his career with over 7 years of management and sales experience. Not long after Phil started rebel Financial, Jonathan joined the team as Phil’s right hand man as office manager. In early 2019, Jonathan passed the Uniform Investment Adviser Law Examination, also called the Series 65 exam, to become a licensed investment adviser representative.
Jonathan enjoys spending his time outside of work with his wife, Erin and their daughter Harper. He is also an axe throwing instructor at a Columbus based axe throwing lounge, Dueling Axes.”
“William Martinez is rebel’s paraplanner with a specialty in college planning. William is a recent grad from The Ohio State University with a Bachelor in Consumer and Family Financial Services. An FPA member, William has a goal to help others achieve financial freedom and have less worry about their money. William has been working under Phil Ratcliff since 2016 and has high hopes to get his CFP certification and become a registered financial advisor.”
“Happiness does not depend on what you have or who you are, it solely relies on what you think.” -Buddha
Our Administrative Team
Executive Administrative Assistant
“Anne Wesley has been working in the finance industry since her graduation from Capital University with a Bachelors in Mathematics in 2018. Her passion for helping others shows as Anne is an active member for the Columbus Harmony Project, providing free music instruction to undeserved youth. Anne is also a volunteer photographer for the CHA Animal Shelter. Anne enjoys her time after-hours with her dog Remi and a good Netflix show.”
“My actions are my only true belongings” – Thich Nhat Hanh
“Richard Fleeman is rebel’s administrative assistant. Richard is in charge of scheduling rebel’s clients and ensures that everyone gets a smile when they enter through the door. Richard graduated from Bowling Green State University with a Bachelor in Education and has been working in finances for almost 15 years. Outside of work, Richard lives a fulfilling life with the love of his life, his wife, and enjoys playing a good game of cards.”
“Never be afraid to walk away from anything within 30 seconds flat if you spot the heat around the corner” -Richard Fleeman
Our Marketing Team
Lead Marketing Associate
“Eileen Asher is a lead marketing associate with a successful experience of managing her own freelance business at home. Her talent sprouted in 2009, making charcoal portraits and graduated with a Bachelor of Arts in Graphic Design from Ohio Dominican University in 2015. Eileen specializes in graphic design and is a an active member at the Columbus Society for Communicative Arts. Eileen is rebel’s pop-culture enthusiast and enjoys hiking in the local metro parks after-hours. As strong believer in the arts, Eileen hopes to one day have a a firm that makes design work more accessible for non-profits.”
“It’s through mistakes that you actually can grow. You have to get bad in order to get good.” -Paula Scher”
“Kristy Mattix is rebel’s marketing associate with a love for technology. In 2018, Kristy graduated from Bowling Green State University with a Bachelor’s in Digital Art. A jack of all trades, Kristy enjoys graphic design, UI/UX design, and coding. She hopes to one day start her own gaming studio. Beyond helping Eileen with marketing, Kristy enjoys spending her time kicking it back with her favorite video games and spending time with her cat, Pixel.”
“Our lives are like the wind… or like sounds.
We come into being, resonate with each other…
Then fade away”
“Catarina is currently a senior at Dixie State University in St. George, UT. She is working towards a Bachelor of Science in Business Administration, with a minor in Digital Design and aspires to start her career in marketing. Catarina enjoys outdoor adventures such as hiking, camping, and off-roading. In her spare time she likes to draw, take pictures, and cook.”
“Don’t cry because it’s over, smile because it happened.”
“Chance Billiter is a 2019 graduate from Ohio University. During his time at Ohio University, he majored in Finance and was a member of the Financial Management Association and the Econ Society Club. He plans to stay within the financial services industry in the future through a career in financial planning. In his free time, he likes to watch The Office or hangout with his twin nephews, Maverick and Easton.”
“You miss 100% of the shots you don’t take. – Wayne Gretzky” – Michael Scott
“Kirsten is the investment management and charitable engagement intern and is currently attending Ohio University to study finance and analytics. In the future she hopes to get a job that helps people better their financials and make a difference. In her free time she enjoys reading and playing with her pet dog and bunny. ”
“Do what you love, love what you do”