Our Team

I value the importance of family and am thankful that I am able to be active in my family’s life.  My wife Michelle and I married in 1995 and have three wonderful children: Emma (1999), Evan (2001) and Ella Claire (2005).

I believe balance in life is very important.  I strive to have continuous growth in my life physically, mentally, financially and spiritually.  I enjoy a daily workout routine, hiking as a hobby, lifelong continuous education, owning and operating an important business that took years of sacrifice to build, all while staying active in my Church and giving God the thanks He deserves.

I believe maintaining a positive mental attitude, taking persistent action, learning from mistakes and successes and maintaining gratitude for the gifts and talents one is given presents individuals the power to pursue dreams and goals.

My educational background includes:

• Continuous Education to maintain securities registrations, insurance license and three financial designations
• Earned the Chartered Retirement Planning Counselor designation (2008)
• Earned the Certified Fund Specialist designation (2004)
• Earned the Certified Financial Planner™ designation (2002)
• Continued College Courses in a Certified Financial Planner™ Program at American College (2001)
• Continued College Courses in an Accounting Certificate Program at University of Southern IN (1998/1999)
• Western Kentucky University, cum laude (1993)

Since 1999 - through both negative and positive market periods - I have helped clients build strong financial and retirement strategies.

Proper planning involves careful analysis, developing a custom strategy and taking action.  I believe that a strong financial foundation allows you more time, energy and resources to focus on the personal things in life that mean the most to you.

I am an experienced financial advisor who can use a combination of academic knowledge and real world experience to assist you in developing your custom plan of action.  Nothing can replace a personal relationship with a trusted advisor, who truly understands your needs and places your interest above all else.

"Jerry Goetz has been our financial and retirement advisor since 2001. Jerry was recommended as a financial advisor by Dave Ramsey. I have found Jerry to be a very good man both professionally and personally. Jerry and his staff have always been prompt in their responses to my inquiries. While most of my calls to Jerry are financial related, we generally have to discuss matters such as family, football and hiking. I no longer live in Indiana, however we have continued to trust Jerry and his staff as our financial advisor team. We have been very pleased with the services and advice we have received." – Current Client

I am a Financial Advisor offering clients financial planning and investment advice.

I am a driven individual who sets goals, a specific path to achieve them, and adjusts as necessary to accomplish what I have set out to do. I will put forth the time and effort to help my clients do the same.

One of my favorite things to do is watch football. I am always looking forward to sports events and studying the game. During football season, keeping up with my fantasy football team is my favorite way to spend Sunday after Church with my family. 

I value personal growth through daily workouts, reading to further my knowledge, and maintaining healthy relationships with others. I work to create every client relationship, no matter how big or small, with a foundation, purpose, and path to financial freedom.  Trust is of utmost importance in every relationship, and I am dedicated to building and maintaining trust with my clients.

My educational background includes:

• Earned the CERTIFIED FINANCIAL PLANNER™ designation (2023)
• Investment Advisor Representative Certification (2022)
• Western Kentucky University, Bachelor of Science in Finance with a Personal Financial Planning Concentration, summa cum laude (2021)
• Owensboro Catholic High School (2018)

Prior to joining the firm in early 2022, I gathered advisory experience through working at a CPA firm in Bowling Green, KY. I worked on tax planning as well as completed tax returns for clients. During my time at WKU, I worked with individuals on financial counseling and budget planning through the finance department. In addition, I completed three internships with financial planning firms where I was able expand on my financial planning knowledge and shadow financial advisors.

I have always valued my relationships with my family and friends. As part of the advisor team, I look forward to developing trust and building new relationships with our clients. 

I enjoy traveling and gaining new experiences. Hiking through mountain ranges that I have never seen before is one of my favorite things to do while traveling. I also love visiting the landmarks and local restaurants in new cities. 

In my free time I enjoy playing guitar. Being able to play the songs that I listen to is very rewarding. I feel the most accomplished after putting in the hard work that is necessary to learn a challenging song or new technique. I also spend time working out in the gym. Being in the gym helps me maintain physical and mental wellbeing. 

My educational background includes:

• Investment Advisor Representative Certification (2023) 
• Western Kentucky University, Bachelor of Science in Finance with a Personal Financial Planning Concentration, summa cum laude (2023)
• Owensboro Catholic High School (2020)

During my time at WKU, I worked as a financial coach for students through the finance department. I helped students gain control of their personal finances through budget planning. I was also President of WKU’s Financial Planning Association chapter. I held two internships at financial planning firms where I was able to gain knowledge and experience working under financial advisors. 

My duties include compliance management, marketing, high level client service requests, account transfers and general office management.

My Educational Background:

• Owensboro High School, 2007
• University of Louisville, Bachelors of Science in Business Administration with a concentration in finance, 2010
• Auburn University, Master of Business Administration, 2013

Prior to joining the team in 2015, I worked in the financial services industry for 4 years as a financial advisor and investment analyst. 

I reside in Owensboro with my husband Jared and our son.

I am the Client Service Team Assistant. I assist the team of advisors by preparing and submitting account applications, forms and reports. I manage deposits, maintain account information and various other duties.

My responsibilities also include assisting clients with their account maintenance, data changes, beneficiary changes, Fixed Annuity processing, Account View maintenance and more. I have over 25 years of experience working as an assistant and I enjoy the process of supporting all of our advisors and clients in any capacity I can.

I have been married for over 30 years and we have 3 children and 2 grandchildren. My favorite times are those spent with family, whether it is outdoor activities, time at the beach or Sunday family dinners.

I have been a lifelong resident of Daviess County Ky. and I am the proud mother of two wonderful children and have three beautiful grandchildren.

I believe in life long personal growth and have a passion for health and fitness, especially the practice of yoga.  I love being outdoors in nature and enjoy running, hiking, swimming, and gardening.

As receptionist at RFS I will often be the first person you have contact with, whether when visiting the office or over the phone.  It is my honor and privilege to be of assistance in whatever way possible and to help build a relationship of confidence and trust.