Meet the professionals who can help you Pursue Your Goals

We guide individuals and families toward their ideal retirements.

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


Nathan Barger Investment Adviser


Josh Robinson Investment Adviser


Hope Liechty Admin Team Lead &
Licensed Financial Professional


Bill Elliott Client Services


Elizabeth Owens First Impression

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.

Or give us a call at 260.627.3333