Meet Our Team

FINANCIAL PLANNER & PARTNER

As a founder of RFS Wealth Advisors, Jeff brings a unique perspective to financial planning and asset management. Jeff started his career acquiring high level institutional knowledge working for the world's largest custodian in the International Hedge Fund and Mutual Fund Division. In 2007, Jeff became a partner in a startup asset management firm and grew that business from $100m in assets under management to almost $1.5b by the time he sold it in 2014. Jeff then realized that he wanted to provide the same institutional caliber of support and service to families and individuals and became an independent financial advisor joining up with Steve Rau to form RFS Wealth Advisors.

Characteristics of the most importance to Jeff are trust, transparency and service. In an industry that can be emotional and sometimes be opaque, Jeff strives to clarify and simplify so when you leave a meeting you can be confident about your next steps in working toward your financial goals. With his background and financial acumen, Jeff can strategize with you, to create the proper financial outcome specifically for you.

Jeff lives in beautiful Rocklin, CA, is married to his high school sweetheart Kristen, and has 2 young children. In his free time Jeff enjoys playing with his kids, cycling, volleyball, and spending time with friends and family. Jeff also enjoys volunteering in the community as a member of the City of Rocklin Investment Committee, Sacramento’s Council for Giving, Finance Committee Member for his HOA, coaching youth soccer and basketball and is a former chairmember for Eppie’s Great Race.

Licenses/Regulations: Securities 7 & 66 with LPL Financial and an Investment Advisor Representative under the Mariner Independent Advisor Network a Registered Investment Advisor and a separate entity from LPL Financial. California State Insurance License 0N13339

FINANCIAL PLANNER & PARTNER

As a founder of RFS Wealth Advisors, Steve is passionate about financial planning.  His practical, friendly, open-door approach puts his clients at ease from the moment they meet.  Steve graduated from California State University, Sacramento in 1993 and went directly to work for a large brokerage firm, training in the World Trade Center in New York.  The view of the beautiful statue in the harbor left a lasting impression in Steve’s mind.  The vision of people that came across oceans to seek opportunity in this great nation and build companies that we are able to own though our stock markets was infatuating. It is Steve’s hope that all of his clients reach their financial goals and share in the passion of building and sharing wealth in all of its forms.  Steve and his wife Wauneita enjoy spending time with their dogs, cats, sheep, goats, chickens, rabbit and Louie the pig at the ranch.  We invite you to spend time with us too!

Steve is passionate about his choice of career.  He genuinely cares about helping people pursue their financial goals.  He plays a philanthropic role in the community as an active member, and past president of Rotary.  His current and past boards of director positions include South Placer Rotary Foundation, United Way, UCP and YMCA.

Licenses/Regulations: Securities 7, 65, 24, 31 with LPL Financial and an Investment Advisor Representative under the Mariner Independent Advisor Network a Registered Investment Advisor and a separate entity from LPL Financial. California State Insurance License 0B67789.

ADMINISTRATIVE ASSISTANT

Emily joined RFS Wealth Advisors in 2018 after graduating from California State University, Sacramento (Stingers UP!).  Emily has worked in various customer service positions including a busy dental office and an animal shelter while attending college.  As Director of Client Services, she supports our efforts to provide you with A-level service with a smile.  Emily is eager to speak with you and is here to assist you with operational questions and account related needs.  In her spare time, she enjoys spending time at the family ranch in Loomis and going to Lake Tahoe in the summer.  

Her dad is truly blessed to be working alongside his daughter in the family business!