Patricia F. Raskob, EA. ATA, CFP, (President) earned her Bachelor of Science degree from Kansas State University, graduating with honors. She is a Certified Financial Planner, Enrolled Agent (enrolled to practice before the Internal Revenue Service on tax matters), and is an Accredited Tax Advisor. She has been admitted to the Registry of CFP Licensed Practitioners and is a Fellow of the National Tax Practice Institute. Pat is a member of the Financial Planners Association, the National Association of Personal Financial Advisors, the National Association of Tax Practitioners and the National Association of Enrolled Agents. She serves on a number of community boards.

CFP Certification Program enrollee.   BS Business Administration – UC Berkeley   CSA (Certified Senior Advisor)

As COO, oversees client relationships, SEC compliance , National Advisors Trust Company, personnel, marketing, budgets, and community outreach.

His productive career involved executive-level positions with the Bank of Marin and Northern Trust - responsible for all facets of wealth management, including trust, banking and investment management services.

Community service involvement includes top level positions with the Boy Scouts of America, Dominican University, Catholic Charities, American Institute of Banking, Rotary, the Marin Private Industry Council, Marin Housing for the Handicapped, and many others.

Rick is a CFP with a Chartered Mutual Fund designation.  He serves on the Investment Policy Committee and helps make policy decisions including holistic financial planning, client-centered portfolio allocation, and wealth preservation.  He has over 25 years experience in the field of investments and finance.  For over 18 years, Rick provided financial advice at Charles Schwab, Inc.  In addition, he has four years experience in the legal field including both general law and trust and estate areas as a legal assistant. 

He received his BS degree from Northern Arizona University with a Legal Assistant Certification.  Rick was prior president of the local Financial Planning Association—from 2005 to 2007.  He is actively involved with the local Boys and Girls Club and has taught the “Money Matters” program to our youth at various Clubs across the city.  Rick is also a member of the Southern Arizona Estate Planning Council.

 BA - Mathematics – The University of California at Berkeley. He received his Certified Financial Planner designation from the College for Financial Planning in 1988,  and his Enrolled Agent designation in 1989.  Phil is experienced in the financial services industry as a planner and tax professional having owned his own tax and financial planning practice in Tucson for 17 years. Phil is a fellow of the National Tax Practice Institute. He has served as a tax manager in a large corporation, overseeing remote tax professionals’ performance and training. Phil is a member of the National Association of Enrolled Agents and has served on the Board of Directors of that organization for six years. He is a past President of the Arizona Society of Enrolled Agents and currently serves on the board of directors of the Southern Arizona Chapter of Enrolled Agents. Phil volunteers with the IRS Volunteer Income Tax Assistance (VITA) program.

Phillip joined the Raskob Kambourian team after serving in the United States Air Force.  He holds a Master of Liberal Arts (ALM) degree, finance concentration, from Harvard University and a bachelor’s degree in Management/Accounting from Park University.  He is working towards the Chartered Financial Analyst (CFA) designation while providing analytical services to RKFA.  In his spare time, Phil enjoys reading, exercising, dancing (Ballroom/Salsa), and volunteering with the Special Olympics.  Phil is also an active member of Toastmasters International.

With an Associated Degree from Mesa Community College, Tina served as staff assistant to the Director of the Adult Care Division of a medical office.  Prior to that, she provided administrative support in the Department of Physics at The University of Arizona.  Recently, Tina acted as the Volunteer Coordinator for the Armory Park/Sentinel Plaza Project and sat on the committee for “Friends of Armory Park”.  This effort involved the assignment of volunteers for moving elderly residents to Sentinel Plaza as well as feeding arrangements.  Tina is a Mom, an enthusiastic volunteer, and an animal lover.