Our Team
Amid an ever-changing investment landscape, retirees need professional and experienced partners who can help guide them through the intricacies of investing and financial planning in retirement.
Ric Runestad Founder & CEO
Investment Adviser Representative
As the owner of Runestad Financial Services, Ric Runestad draws on more than two decades of experience to help others better prepare for financial confidence in retirement. Since entering the insurance industry in 1999, Ric has advised more than 1,000 clients and their families.
Ric understands the importance of hard work and what it means to serve others. He grew up with five siblings on a farm in Michigan, where he first understood the value of a dollar. He then joined the military, which instilled in him a goal to give back when he can.
Ric is a Central Michigan University graduate and has passed the Series 65 Securities exam in 2015 to become an Investment Adviser Representative.
When not working, Ric enjoys spending time with his family, attending church and writing articles. He and his wife, Jenni, are the proud parents of three girls, Emili, Natali and Molli.
Jenni Runestad Co-Owner, Insurance Agent &
Licensed Financial Professional
JENNI RUNESTAD
Co-Owner, Insurance Agent, Licensed Financial Professional
As a licensed insurance agent and co-owner of Runestad Financial Services, Jenni helps clients create retirement income strategies to get them to and through retirement.
Jenni graduated from Taylor University, where she played on the tennis team that qualified for the NAIA national tournament.
She is very involved in the local community and participates in area groups that raise funds for Leo schools. Her daughters are third-generation Leo students, and she takes pride in being engaged in the school board and other committees.
Jenni and her husband, Ric, are the proud parents of Emili, Natali and Molli.
Outside of work, Jenni likes to spend time with her family, play tennis and enjoy activities at her church.
Nathan Barger Investment Adviser
Representative
NATHAN BARGER
Investment Adviser Representative
Nathan helps clients pursue their retirement goals through a variety of investment and insurance products, working to help provide strategies designed to each person’s situation.
Before joining Runestad Financial Services, Nathan was a service representative at Lincoln Financial Group. He has passed the Series 6, 63 and 65 securities exams and holds his life and health insurance license.
Nathan earned a bachelor’s degree in business administration, with minors in finance and marketing, at the University of Saint Francis. There, Nathan earned all-conference tennis honors three years in a row and was named Male Student-Athlete of the Year.
Outside of work, Nathan enjoys being outdoors, playing tennis, spending time with family and working on his family’s grain farm.
Josh Robinson Investment Adviser
Representative
Josh Robinson
Investment Adviser Representative
Josh's passion is helping his clients achieve their financial goals including their retirement dreams by offering advice and strategies that are catered to their individual risk tolerance. Before joining Runestad Financial Services, Josh was a Financial Advisor at Edwards Jones. He has passed the Series 7 and Series 66 securities exams and hold his life and health insurance license. Josh earned a bachelor's degree in Finance at Southern Illinois University. Josh has been married for 19 years and has four children and one grandchild. Outside of work, Josh enjoys golfing, fishing, camping and spending time with his family.
Hope Liechty Admin Team Lead &
Licensed Financial Professional
HOPE LIECHTY
Admin Team Lead & Licensed Financial Professional
As Client Services Coordinator, Hope brings client files up-to-date and helps assist the advisors by preparing documents. Working closely with advisors, Hope ensures account servicing requests and document processing are completed thoroughly on behalf of clients.
From her hometown in Leo, IN, Hope is a student of Trine University. She obtained an associate degree in General Studies, with concentrations in Business and Communications. Before joining Runestad Financial Services, Hope worked as a teller at First Merchants Bank. A year in consumer banking strengthened her customer service abilities and problem-solving tactics, teaching her to care for each customer’s financial needs with courtesy and professionalism.
In admiration of the Runestad Financial Services team, Hope is eager to grow as she fulfills her role maintaining client information and assisting financial advisors. Hope appreciates trying new things and spending time outdoors.
Bill Elliott Client Services
Coordinator
Bill Elliott
Client Services Coordinator
Client Services Coordinator, Bill plays an important role in ensuring that client files are up-to-date and assisting advisors with document preparation. He works closely with the advisors to help ensure that account servicing requests and document processing are carried out meticulously on behalf of clients. He strives to maintain high service standards for their clients.
Elizabeth Owens First Impression
Specialist
Elizabeth Owens
First Impression Specialist
Before joining Runestad, Elizabeth graduated from His Hill Bible College with a degree in Biblical studies and worked for 5 years as a Children's Ministry Director at her home church. She is very people-oriented and is looking forward to assisting our clients to the best of her ability! When she is not working, Elizabeth loves spending time with her husband and their two cats, taking care of her houseplants and being involved in her church.
Ready to take THE Next STEP?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
