Riegel Financial Investment Services, LLC

  • Investment Services and Advice
  • Small Business Retirement Plans
  • Payroll Services
  • Insurance Planning
    • Life
    • Long Term Care
  • Financial Planning

Riegel Financial CPAs, Inc.

  • Tax Services
  • Small Business Accounting
  • Payroll Services

Our Team

 

Have you worked with financial professionals who were focused more on selling a certain product or strategy rather than finding out about you and your needs first? 

At Riegel Financial Group our Raymond James financial advisors recognize there is no substitute for developing a long-term relationship with our clients. That means having your best interests at heart. Taking the time to listen to your financial objectives and then advising you on the most beneficial solutions.

We are a small team of astute and knowledgeable professionals committed to providing our clients the very best personal financial service and care. Objective; responsive; and genuinely interested in helping you enhance your future.

Small Business

 

 

 

 

Paige Riegel Henry
Raymond James Branch Manager
paige.henry@raymondjames.com

Paige Riegel Henry
Paige Riegel Henry

paige.henry@raymondjames.com

Paige is a Certified Public Accountant, Certified Financial PlannerTM, and is a branch manager with Raymond James Financial Services. She holds a Stockbroker (series 7) license and is licensed in General, and Municipal Securities on the Principal level, as a Uniform Securities Agent, is an Accredited Domestic Partnership Advisor, as well as holding life and health insurance licenses, and provides clients a one-stop financial management resource. Paige has received The Business News’ Forty under 40 award, in 2000, as one of Dayton’s brightest young business leaders. This award is given to the top 40 leaders in the community under the age of 40. Various criteria are considered such as work experience, attributes made to work and community involvement. And she is a member of The Ohio State University Presidents Club.

Her areas of client expertise are investment and tax planning, as well as estate planning. She also specializes in small business retirement planning and overall financial planning.

Jo Lawrence
Client Concierge
jo.lawrence@raymondjames.com

Jo Lawrence
Jo Lawrence

jo.lawrence@raymondjames.com

Jo Lawrence is the firm’s Client Concierge and Marketing Director. With a Bachelors of Science in Hospitality Management from The Ohio State University and years of experience in the hospitality industry as well as corporate incentive management, she is a great asset in helping the firm achieve superior client satisfaction and community recognition. Her focus is on client services and marketing the firm. She leads the firm through the areas of social media and makes sure that our followers receive appropriate information. She assists clients and facilitates to make sure they get excellent service in a quick fashion. In addition, she brings together presentations to our clients that are timely and relevant in this changing environment. Jo makes sure our client’s requests are continually met and she strives to improve the level of service that they experience when they join Riegel Financial.

Thomas Charles Schwab
Raymond James Financial Advisor
thomas.schwab@raymondjames.com

Thomas Charles Schwab
Thomas Charles Schwab

thomas.schwab@raymondjames.com

A trusted Raymond James financial advisor, Tom specializes in helping clients who appreciate not being overwhelmed with complicated data about markets and investing. A stockbroker with General Securities Representative and Uniform Securities Agent licenses, he also holds his life and health insurance licenses. Tom has expertise in retirement planning strategies for Individual Investors and Small business owners with an emphasis on retirement income strategies for those in their retirement years.

A veteran of Desert Shield and Desert Storm, Tom served for 8 years as a Criminal Investigator in U.S. Marine Corps.

Cathy Warren
Payroll and Accounting Specialist
cathy.warren@raymondjames.com

Cathy Warren
Cathy Warren

cathy.warren@raymondjames.com

Cathy Warren, Payroll and Accounting Specialist, has been with us since 1999. She has her Bachelors of Science in Education from Wright State University. Her specialty is Payroll Preparation and Sales Tax. She currently handles all payroll for our clients and manages all the payroll tax returns as well. She also files all the sales tax reports. She does bookkeeping input as well as small business accounting.