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Broker Check

The People Behind Your Plan

Get to know the advisors and staff dedicated to your family's financial future.

Who We Are

RCA is backed by extensive resources and broad-based support with the feel of a small, local practice.

Retirement Corporation of America®
Helping families Retire in Comfort® since 1988, based in Cincinnati, Ohio. A multi-generational team, serving multi-generational families, empowering every family's financial journey with a personalized Family Master Plan®.
Backed By
Stratos Wealth Advisors
Provides RCA with compliance, IT infrastructure, operations and management consulting — supporting 56 financial advisors across 13 states and approximately $3.8 billion in client assets.*
Schwab Advisor Services™ & Fidelity Institutional®
Provide RCA with custodian, clearing and technology solutions — portfolio management tools, integrated trading platforms, and strict privacy and asset security standards.

*Data as of 12/31/25

A Team Built Around You

Your Advisory Team
  • Christopher Kiley
  • Daniel Kiley
  • Andrew Mikovch
  • Aaron Reed
Your Portfolio Management Team
  • Daniel Kiley
  • Eric Fessler
  • Vince Sobocinski
Your Service Team
  • Sarah Hess
  • Katie Scalf
  • Carson Kiley

Plus, coordination with your outside professionals: Accountant, Insurance Specialist, Estate Planning Attorney, Attorney

Our Credentials

Our team includes professionals with relevant designations to help address various aspects of wealth and retirement planning.

Chartered Retirement Plans Specialist® (CRPS®)

Focuses on retirement planning for employees in businesses, non-profits and government organizations.

What it means to you: Well-structured, company-appropriate retirement plan implementation.

CERTIFIED FINANCIAL PLANNER® (CFP®)

Meets rigorous standards in 72 specific areas; adheres to integrity, objectivity, and fiduciary principles.

What it means to you: A broad spectrum of financial concerns addressed under one plan.

Certified Trust and Fiduciary Advisor (CTFA)

ABA designation with extensive training in taxes, investments, financial planning, trusts and estates.

What it means to you: Specialized knowledge ensuring strategies align with your best interests.

Accredited Wealth Management Advisor™ (AWMA®)

Deep knowledge in asset management, estate planning, and risk management for high-net-worth clients.

What it means to you: Advanced knowledge in solving the complexities of your wealth.

CERTIFIED INVESTMENT MANAGEMENT ANALYST™ (CIMA®)

Earned by advanced investment consultants versed in risk measurement, asset allocation, and due diligence.

What it means to you: Responsible, prudent, and ethical investment recommendations.

Meet Your Team

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Chris Kiley

Chris Kiley

Chief Executive Officer

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Chris Kiley

CFP®, CRPS®

Works with the RCA team to provide comprehensive investment strategies, striving for extraordinary client experiences and superior service.

Daniel Kiley

Daniel Kiley

Chief Investment Officer

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Daniel Kiley

CFP®

Founded RCA in 1988. Leads investment research and trading, specializing in building and monitoring RCA's investment models.

Andrew Mikovch

Andrew Mikovch

Advisory Services General Manager

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Andrew Mikovch

CFP®, CTFA, AWMA®

Provides holistic, needs-based guidance essential to financial wellness. Specializes in investment planning, retirement accounts, tax strategies, and inheritance.

Aaron Reed

Aaron Reed

Financial Advisor

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Aaron Reed

CIMA®, CRPS®

Helps clients invest with confidence over the long-term, focused on building trust, collaboration, education, and respect.

Carson Kiley

Carson Kiley

Associate, Advisory Services

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Carson Kiley

Advisory Services

Assists the RCA Client Care and Portfolio Management teams by providing comprehensive client support services.

Vince Sobocinski

Vince Sobocinski

Associate Portfolio Manager

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Vince Sobocinski

Portfolio Management

Delivers initial research on investment themes and opportunities, helping drive RCA's investment process.

Eric Fessler

Eric Fessler

Investment Operations Manager

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Eric Fessler

Investment Operations

Provides oversight and execution of daily trading activities and portfolio management tasks for the investment team.

Katie Scalf

Katie Scalf

Client Care Specialist

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Katie Scalf

Client Care

Often the first voice clients hear — providing appointment scheduling, account openings, and advisory support.

Sarah Hess

Sarah Hess

Client Care Specialist

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Sarah Hess

Client Care

Provides daily administrative support to RCA advisors — account maintenance, risk management, marketing, and client relations.

A Few More Questions

Will I work with one advisor, or a whole team at RCA?

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You'll have a dedicated team built around you, not just one advisor. RCA structures each relationship around an Advisory Team, a Portfolio Management Team, and a Service Team, plus coordination with your outside accountant, attorney, and insurance specialist — so your plan has expertise and backup from multiple angles, not just one point of contact.

How experienced is RCA's team?

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RCA's Chief Investment Officer, Dan Kiley, founded RCA in 1988, giving the team more than 35 years of experience serving Cincinnati families through multiple market cycles. Team members hold designations including CFP® and CIMA®, among others outlined on our full FAQ page.

Who backs RCA's compliance and operations?

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RCA's compliance oversight, IT infrastructure, and operations are provided by Stratos Wealth Advisors, LLC, a Registered Investment Advisor supporting 56 financial advisors across 13 states and approximately $3.8 billion in client assets. Client accounts are custodied through Schwab Advisor Services™, Fidelity Institutional®, and SEI, giving RCA the backing of established national firms while maintaining a locally-focused, fiduciary approach in Cincinnati.

Still have a question? Reach out below and we'll get back to you.

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