Anyone can say their team is trustworthy, but each hard working member of the Ramsier Financial Services team is committed to earning your trust, one honest and accurate piece of advice at a time. We know you're in good hands with any one of our representatives, but this is even more true given that our financial advisors – with their combined 90+ years of experience – work in tandem to service your accounts. And with the help of our hard working relational support staff, you can be sure you'll be known and attended to through high touch, low stress, and low pressure service. Learn more about our team below.
Founder and Co-Owner
Tim is the original founder and now Co-Owner of Ramsier Financial Services.
Brent joined Ramsier Financial Services in April 2000 and in 2010 became a Co-Owner with Tim Ramsier.
Doug joined Ramsier Financial Services in the spring of 2008 and in 2013, became Co-Owner of Ramsier Financial Services with Tim Ramsier & Brent Steiner.
Dan joined Ramsier Financial Services in April of 2010. His role at the office is financial advisor.
Caleb joined Ramsier Financial Services in January of 2015. In addition to advising clients and preparing financial plans, he oversees the office’s operational and investment processes. He is Series 7 and 24 registered and earned...
Office Manager / Representative Assistant
Audrie joined Ramsier Financial Services in December 2015 as the Office Manager.
Client Communication Specialist
Janis has been with Ramsier Financial since 2006. Janis will often be the first voice you hear when calling Ramsier Financial Services. She is responsible for ongoing service-related items for our clients, appointment scheduling, and...
Mara Henico joined Ramsier Financial Services full-time in April 2016 as a Representative Assistant.
Beth Steidl is our newest employee, joining Ramsier Financial Services full-time in May of 2022 as a Representative Assistant. Beth’s primary role will be helping to process new business, tracking down rollovers and transfers,...
Client Relationship Manager
Justin Fath joined Ramsier Financial Services in June of 2021. As a Client Relationship Manager, he is responsible for a variety of roles, assisting both clients and advisors at RFS.
We provide products, services, and the honest and accurate advice you need to make better decisions in pursuit of your financial goals. See what RFS can do for you.
Our approach is methodical, thorough, and client-centered. We put all of our resources and the full force of our team to work for you to help you make better decisions and pursue the life you desire.
Financial planning is complicatd, and life is messy. You need a parner for life whose advice you can trust. Contact us today to learn more about how we can partner with you in pursuit of your goals.