RSF Wealth Management

08/28/2026

Understanding the required minimum withdrawals from your retirement accounts can help you make the most of your money. Here’s how.

Understanding more about the required withdrawals for most of your retirement plans can help you plan ahead.

08/27/2026

Please join us in celebrating Nate Cerdena's birthday today! We are grateful for the positive impact you make and the dedication you bring to our team. Wishing you a wonderful birthday and a year filled with continued success and happiness.

08/24/2026

We are excited to welcome Rachel Besselman to our Wealth Management team as Director of Marketing and Business Development.

Rachel brings a wealth of experience, strategic vision, and a passion for building meaningful relationships that will help drive our firm's continued growth and success. Her expertise in marketing, business development, and client engagement will be instrumental as we strengthen our brand and expand our reach.

Please join us in welcoming Rachel to the team. We look forward to the impact she will make and are excited about the future ahead.

Welcome, Rachel!

08/17/2026

We're proud to welcome Luke Habermacher to the firm as our new Paraplanner & Investments Specialist.

Building strong client relationships starts with having great people behind the scenes, and we're excited to have Luke join us in supporting our clients and advisors with financial planning, investment strategies, and exceptional service.

We're looking forward to the contributions Luke will make and are excited for the journey ahead.

Welcome aboard, Luke ! We're glad you're here. 🎉

07/07/2026

Happy Birthday, Kendall! Thanks for bringing laughter and great energy into our office every single day without fail. As a team we appreciate everything you do for us and our clients every day!

07/04/2026

Happy 4th of July!!! Hope you have a great weekend with family and friends!

07/03/2026

Happy Birthday to our fearless leader Keith! It wouldn’t be your birthday without an early morning workout! Thanks for leading us well. Have a great day and celebrate big!!

07/01/2026

We’re excited to announce that our team has earned Forum for the 13th time! Awarded to the top 5% of wealth management firms at Northwestern Mutual across the country.

This milestone goes beyond recognition. It reflects the confidence you’ve placed in us, the meaningful partnerships we’ve built, and the personalized strategies we’ve created to support your goals.

Being named to Forum highlights our commitment to excellence and reinforces that you’re backed by a team dedicated to providing outstanding guidance and service every step of the way.

On behalf of our family at RSF Wealth Management, we wanted to thank our clients for continuing to trust in our success and work every day.

06/22/2026

Happy Father’s Day from RSF Wealth Management!
Today we celebrate the fathers, grandfathers, and father figures who lead with strength, wisdom, and unwavering love. Your dedication to building brighter futures inspires everything we do—at home and in the lives you touch every day.

06/14/2026

Happy 3 year anniversary Maddie! You are the glue to the group and always bring smiles to our faces. Thank you for everything you do!!!