Bio

Jeff Rathmanner joined Oak Ridge Financial in May of 2017 after 26 years at Merrill Lynch. Jeff emphasizes face-to-face client interaction as the optimal way to help clients clarify goals. He strives to access the right resources to help clients pursue their goals and to put into action best practices to support their wealth management strategies. Jeff knows that maintaining the client relationship is much more that simply picking investments. He engages the clients in the process by encouraging them to ask questions and by walking them through their wealth management strategy step-by-step, showing them how each part interacts with the next. Jeff provides his services to a broad range of investors including retirees, business owners and entrepreneurs. It is his mission to deliver unbiased and independent advice, while building client loyalty through trust, integrity and unsurpassed service. These services bring clarity to clients' financial affairs, leaving them more time to focus on other more important activities in their lives. Jeff began his career at Merrill Lynch as a Mortgage Loan Officer and then Mortgage Loan Specialist. In 1995 Jeff moved over to the Financial Advisor role where he attained his CERTIFIED FINANCIAL PLANNER (TM) (CFP) designation and has been working to help his clients attain both their short and long term goals. In his spare time, Jeff likes to ski, golf, travel and spend time with family and friends at his cabin. As a graduate of St. John's University, where he met his wife, Mary, he has been very involved as an alumnus. He is a founding sponsor of the CBS/SJU Entrepreneurial Leadership Luncheon for the past 14 years. He is also a past Alumni Board member. Jeff lives in Blaine with his wife, Mary and has 3 adult children and one granddaughter.