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Our Team

Tod G. Fisher, CFP®, CPA/PFS, CFS®

Tod@rias.net (810) 732-7777

Tod Fisher graduated from University of Michigan – Flint with a Bachelor of Business Administration in Accounting in 1996. Over the course of a 13-year career in public and forensic accounting, he became a Certified Public Accountant (CPA), Certified Fraud Examiner (CFE) and Certified Forensic Accountant (CRFAC®). In 2007, Tod moved forward from the practice of accounting to join Rachor Financial with the goal of continuing Michael Rachor’s vision of assisting clients with comprehensive financial planning. In 2008, he obtained his CERTIFIED FINANCIAL PLANNER™ certification and Personal Financial Specialist (PFS) designation, and later obtained his Certified Fund Specialist (CFS®) and Diplomate of the American Board of Forensic Accounting (DABFA®) in 2011. Tod serves on the boards of various charitable foundations and is active in his church and with the Franklin Avenue Mission. In his free time, he plays drums in a local band, enjoys relaxing outdoors and on the water, and spending time with his friends and family. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Kristine Sherwood, ChFC®

Kristine@rias.net (810) 732-7777

Kristine Sherwood brings over 20 years’ experience in the financial services industry. She has supported clients in various roles since joining Rachor Financial in 2009. Most recently, in 2018 Kristine attained the Chartered Financial Consultant® Designation through the American College of Financial Services and now meets independently with clients as a financial advisor. Before joining Rachor Financial, Kristine worked as a licensed insurance agent and continues to maintain both her Property/Casualty and Life/Health insurance licenses. Kristine was born and raised here in Michigan. She is married and the proud mother of two children. When not spending time with her friends and family, she enjoys reading, cooking and traveling.

Patricia A. Walton, CFP®

Patricia@rias.net (810) 732-7777

Patty Walton is a Financial Advisor who has been meeting independently with Rachor Financial clients since 2018. She obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2014 and obtained her bachelor’s degree in Finance and Accounting with a minor in Economics from the University of Michigan-Flint in 2010. She began working at Rachor Financial in 2009 and has worked with clients in numerous roles over the years. Outside of the practice, Patty enjoys spending time with her family and experiencing as much time outdoors in the beautiful state of Michigan as possible. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Melissa Schuyler

Melissa@rias.net (810) 732-7777

Missy Schuyler currently serves as Compliance Director at Rachor Financial. Missy has held various positions at the company, from working directly with clients to working as an analyst, since becoming a team member in 2006. Shortly after coming aboard, Missy graduated from the University of Michigan-Flint with a bachelor’s degree in Finance. Missy is married and has two small children. She loves spending time with her family and friends and traveling to new places.

Beth Sabolish

Beth@rias.net (810) 732-7777

Beth Sabolish has been with Rachor for over 35 years, starting as an administrative assistant for Rachor, Purman & Tucker, CPAs in 1986. She continued in various roles over the years and by 2005, Beth was performing accounts payable and account receivable duties for Rachor Financial. Beth is married and has four children. In addition to spending time with her family, Beth enjoys walking, running, home improvement projects, birdwatching, and photography.

Anna Kuberski

Anna@rias.net (810) 732-7777

Anna Kuberski serves as Quality Control and Communications for Rachor Financial. She joined the company in 2003. Over her nearly 20 years with Rachor Financial she has held various positions and has learned and grown with the company as it has developed over the years. As Quality Controls and Communications, Anna ensures clients receive clear and accurate information from Rachor Financial. Anna graduated from Grand Valley State University in 2001. She enjoys spending time with her family, traveling and hiking in her free time.

Matthew Coons

Matthew@rias.net (810) 732-7777

Matthew has served as a research analyst for Rachor Financial since he joined the team in October of 2006. He graduated from the University of Michigan-Flint in 2002 with a bachelor’s degree in Finance and Accounting. In his free time, he enjoys cheering on UM football and basketball and is a fan of all Detroit professional sports teams.

Bridget Walter, CPA

Bridget@rias.net (810) 732-7777

Bridget joined Rachor Financial in 2012 and brings over 25 years’ experience in public, private and trust accounting. She graduated from Central Michigan University in May of 1995 with a bachelor’s degree in accounting and became licensed as a Certified Public Accountant in 1998. In her free time, Bridget enjoys traveling as much as possible and boating during the Michigan summers.

Tami O’Shea

Tami@rias.net (810) 732-7777

Tami O’Shea has been with Rachor Financial since 2015 and brings over 12 years’ experience in office administration and event coordination to our team. She keeps Rachor Financial running smoothly by planning events, assisting clients and performing essential office support and administrative activities. Tami enjoys gardening, boating, and exploring northern Michigan.

Whitney Hunter

Whitney@rias.net (810) 732-7777

Whitney joined the Rachor Financial team in 2015 and serves as a New Account Administrator, primarily opening and maintaining concentrated accounts for Rachor Financial clients. Whitney enjoys spending time with her family outdoors and collecting antique tractors.

Bethany Yerk

Bethany@rias.net (810) 732-7777

Bethany joined the Rachor Financial team in May of 2016. Bethany has held many positions at Rachor throughout the years and is currently serving as the Advisor Support Specialist. She graduated from Baker College with an associate degree in Business Administration and is currently pursuing a bachelor’s degree in Finance at the University of Michigan-Flint. Outside of the office, Bethany enjoys spending time with her family, gardening and reading.

Kimberly Joslin

Kimberly@rias.net (810) 732-7777

Kimberly Joslin is a Trust Administrator and brings more than 27 years of administrative experience working in medical and financial fields. Kim began at Rachor Financial in 2018 and spent her first 3 years as a new account administrator, after which she joined the trust department, where she assists trust clients. When Kim is not spending time with her grandchildren or other friends and family, she enjoys biking and working out, gardening, and being outdoors.

Morgan Swank

Morgan@rias.net (810) 732-7777

Morgan joined the Rachor Financial Team in February of 2022 and assists clients as a Financial Advisor Assistant. He graduated from The University of Michigan-Flint in 2010 with a bachelor’s degree in Finance and in 2013 with his master’s degree in Business Administration. He is currently working towards his Certified Financial Planner Designation. When not spending time with his wife or doing projects around the house, Morgan also enjoys discovering new breweries and distilleries all across the state.

Taylor Derry

Taylor@rias.net (810) 732-7777

Taylor Derry joined the Rachor Financial Team in May of 2022 and currently serves as a Financial Advisor Assistant. She graduated from Grand Valley State University in June 2020 with a bachelor’s degree in Business Administration. In her free time, she enjoys spending time with friends and family and engaging in fiber arts and crafts.

Jocelyn Kirby

Jocelyn@rias.net (810) 732-7777

Jocelyn joined the Rachor Financial team as a Trust Administrator in July 2022, bringing nearly 19 years’ experience as an accounting supervisor with a law firm. At Rachor Financial, she expands on this experience by providing timely and efficient assistance to the trust clients. Outside of work, Jocelyn is enjoys living a slower-paced life with her two children on her recently purchased property in the country and spending as much time in nature as possible.