The Rathbun Group’s mission as a Wealth Management team is to provide clients with knowledgeable advice in all areas of their financial endeavors utilizing cutting edge strategies. We advance a client’s objectives by developing wealth plans that offer tax efficient strategies. Our goals are to grow, safeguard, and assist clients in utilizing their wealth for their chosen purposes.
Our professional designations and ongoing professional education speak to our commitment to these purposes for our clients’ benefit. We believe we earn a client’s trust by demonstrating integrity and superior service.
Josette C. Rathbun, CFP®
First Vice President – Wealth Management
Wealth Management Advisor
Josette has over 25 years of experience in the financial services industry. She deals with retirement planning, asset management, alternative investments and diversifying concentrated positions of stock. Josette works with estate planning attorneys to provide guidance to clients as well as advice in charitable gifting.
Josette holds the CFP® certification awarded by the Certified Financial Planning Board of Standards, Inc. and has an MBA with a concentration in Planning and Wealth Management.
Josette serves on the boards of the Indianapolis Symphony Orchestra and the International Violin Competition. She is an advisor for UNCF for the State of Indiana and has served on the Foundation Board of St. Vincent's Hospital.
Josette works diligently to fit the appropriate financial strategies to each client. She believes in using proactive asset allocation models designed to attain positive returns while minimizing risk in her portfolios of global investments.
Veronica L. Foote
Registered Client Associate
Veronica began her career in the financial services industry in management for an Indianapolis bank and later worked for an investment firm that issued church bonds. With over fifteen years experience in the industry, she specializes in individual and small business retirement administration, asset allocation reporting and client service reporting.
She served as a former President of the board for People of Vision, an auxiliary that provides fundraising for Prevent Blindness Indiana, and currently serves on the scribe committee for the Scientech Club of Indianapolis. She is an associate member of the Fraternal Order of Police and enjoys traveling with her husband and son. Veronica holds the Series 6, 7, 63 and 65 securities licenses.
Senior Registered Client Associate
Michele joined Merrill Lynch in July, 2010 and has over 25 years experience the financial services industry. Michele holds the Series 7, 63 and 66 securities licenses. Michele’s primary focus is on delivering exceptional client service.
Registered Client Associate
Chris spent thirty years in the pharmaceutical industry before retiring in 2002. For the past eight years, he has been working with the Rathbun Group devoting most of his time to client service functions. He is also a CPA (Inactive) and holds Series 7 and 66 licenses. In his current role, he does not provide any legal and/or tax advice. Outside the office, Chris is involved in the Kiwanis Club of Indianapolis and is very active in his church including singing in the choir and participating in Music and Fine Arts functions.
Some or all alternative investments may not be suitable for all investors.