Katie Schaefer

Gold Client Relationship Specialist

Katie@PlanWithRFG.com
Phone: 513-233-4314
Fax: 513-624-3124

Favorite Holiday: 

Thanksgiving

Bucket List :

Still need to run that marathon

Favorite Quote : 

“You rarely get what you want in life, you don’t often get what you expect. You get what you are willing to put up with.” – Bobby Knight
 

Greatest Fear: 

Public speaking.  Something terrible overcomes me and I just cannot form sentences; fear is written all over my face. 
 

Favorite City: 

New York City.  It is a fascinating place.  One I hope to explore time and time again.   
 

Favorite Travel Spot: 

Tybee Island. No frills, no fuss; just a quite beach.  

Katie’s extraordinary integrity makes her the quintessential team player. She’s never too busy to step up when a client or colleague needs a hand. Katie exemplifies the work ethic and attitude we want from our team. Very service oriented with a can-do attitude. She doesn’t allow obstacles to slow her from getting what the client needs.

Katie is a resident of Anderson Township, where she and her husband, Chris, are raising their beautiful daughter Eleanor.   Being a new mother has altered Katie’s life in the most positive manner and she loves spending her free time watching her little one grow and teaching her about the world.  She is also very passionate about photography and enjoys capturing life through the lens.  Lucky for us we have our own in-house photographer!

OUR ACCOLADES

Best Places To Work 2024
Rosselot Financial BBB A+
AIF
2022 Five Star Wealth Manager
2023 Best of Cincinnati

Check the background of this firm on FINRA’s BrokerCheck

  • The Rosselot Financial Group
    7426 Jager Court Cincinnati, OH 45230
  • Phone: (513) 232-6500
    Fax: (513) 624-3124
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The Rosselot Financial Group
Copyright 2024 © The Rosselot Financial Group. All Rights Reserved.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2024, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.