Our approach makes youFamily
Your future matters to us. That’s why we build long-term relationships with our clients by providing an investment strategy based on your lifestyle and your risks. And, since fund managers don’t run us, you’ll be free to drive your choice of investment vehicles.
Our Story Brings You Value
The RT Financial team was created through a unique connection which means it wasn’t in the board room. They didn’t even come together through the industry, though they have been in finance for a while. Vanessa and Joe met because they were both involved in charities outside their day job.
Vanessa’s devotion to helping widows and Joe’s passion for helping children pulled them together through a familiar spirit. It was shared business at first sight. The best part is that both of their passions are important to their clients and positively affect the community.
Please note: The charitable entities described herein are not endorsed by, or affiliated with LPL Financial or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by LPL Financial.
Our team is your team
Vanessa Rohlman
Investment Advisor Representative
Vanessa has provided clients with profit protection strategies for over 10 years. She specializes in empowering women through financial education, helping them to gain confidence in their long-term growth.
Don’t wait to pursue your future. Now is the Right Time!
Joe Tigert
Investment Advisor Representative
Joe Tigert has been helping people with their finances for over 35 years. He has established a vast network of resources and professionals to help him, help his clients be proactive instead of reactive in planning their financial future.
Start your personalized financial journey here.
