Ronald Menard, Founder and President, RFC. For over three decades Ron's priority has been to help clients work towards achieving a secure financial future. He is an Investment Advisor Representative with Voya Financial Advisors, maintaining the Registered Financial Consultant (RFC) designation and a member of the Million Dollar Round Table, which is a premier association of financial professionals that provide resources to improve technical knowledge and skills. Ron helps to provide clients with the objective guidance and effective strategies that incorporate equity and fixed income investments, wealth preservation, asset management, annuities, mutual funds, qualified retirement plans and life insurance. He has earned his Series 6, 7, 63 and 65 registrations and holds licenses for life, health and accident insurance. Ron is also licensed in seven states for the convenience of his clients.
Vicki Saunders*, Advisor Assistant, Client Services and Tech Support. Vicki has been with Menard Financial Group for over 15 years. She assists Ron and coorindates with you team of professionals regarding financial plans. Vicki ensures all advisor reports are ready for each appointment. She is also handles all compliance, travel arrangements and licensing for all advisors. Vicki is also our program coorindator. She is also our office tech support.
Katie Higgins*, New Business Coordinator, Accounting. Katie has been working for Menard Financial Group for over 12 years. She is responsible for processing all new business, which includes establishing new accounts by executing transfers and payments. She handles all the aspects of new business up until the point of delivery. She also handles all accounting and payroll functions of Menard Financial Group. Katie holds an Associates Degree in Applied Science and Business Technology.
Gloria "Chris" Graham*, Appointment & Scheduling Specialist, Client Services. Chris has been with Menard Financial Group for 5 years. She handles the appointments and scheduling for the advisors of Menard Financial Group. She also handles all client updates for each appointment. Chris also handles answering the phone, filing and client retention just to mention a few of many of her duties here.
Brad Kurtz*, Advisor Assistant, Insurance Consultant. Brad has been with Menard Financial Group for 10 years. He is the advisor assistant for Ron Menard. He ensures Ron is prepared for every appointment along with follow ups from appointments. He is the coordinator between Ron and your professional team of advisors. Brad also works hands on with the marketing of Menard Financial Group. Brad graduated from Southeastern University with a Bachelors Degree in Business Adminstration/Management and also holds an Associates Degree in Business Technology. He also holds licenses for life, health and accident insurance with the State of Louisiana and is currenty in the process of obtaining a Series 7 license.
David Peterson*, Marketing Coordinator. David is the coordinator for all the radio and television appearances made by the firm's financial consultants including "The Wealth Management Show" on WJBO.
*These individuals are not affiliated or registered with Voya Financial Advisors.