Our People

The RCA Team is unified by a clearly defined mission—our client's satisfaction. We understand old-fashioned client service. We also understand how to use technology to create systems that make replicating our warm personal service possible. Our dedicated team is organized around the four cornerstones which form the foundation of our relationship with each of our clients.

The Four Cornerstones of RCA

• Excellence: Constantly striving to achieve and replicate financial success
• Independence: Representing our client families — not product sponsors
• Accountability: Easy-to-understand reporting of your portfolio results
• Education: Continuous learning to help our clients become informed delegators

The RCA Team warmly invites you to join the RCA family of clients.

Daniel C. Kiley, CFP® — Chief Executive Officer & President: Biography
Robin O. Kiley, Esq — Vice President: Biography
Lionel Bey — Director of Portfolio Management and Research: Biography
Steven J. Dufek — Senior Portfolio Manager: Biography
Christopher F. Kiley, CFP®, CRPS® — Vice President: Biography
Jamie S. Caudill, CFP® — General Manager of Client Advisory Services: Biography
David B. Henning, CFP® — General Manager of Client Advisory Services: Biography
George J. Simon — Director of Technology: Biography
Kate North  — Director of Client Care Team: Biography
Jemma Tennant — Client Care Associate : Biography