Mike Remedios began his career with Dean Witter Reynolds in 1984 in Southern California. A graduate of Cal State Long Beach, Mike has also earned the CERTIFIED FINANCIAL PLANNERtm (CFP®) and CIMA® certification designations. Mike's primary role at RKJ Group is to take the lead in RKJ's investment policy and to provide advice and service to RKJ Group's clients. RKJ Group is committing considerable resources towards comprehensive investment planning and Mike's involvement is integral in this process.
Jarrod Keen joined Morgan Stanley Dean Witter in Raleigh, NC in 1997 after graduating from Clinch Valley College and then from Radford University with his MBA. Since then Jarrod has earned the CERTIFIED FINANCIAL PLANNERtm certificate designation (CFP®). With RKJ Group's primary mission being comprehensive investment planning, Jarrod's role involves individual investment planning, team investment policy, and most importantly, a very high level of ongoing contact with RKJ Group's clients.
Calvin Jones joined Morgan Stanley Dean Witter in 1998 after graduating from Radford University. He formed a working relationship with Mike to be later formalized in the form of a partnership in 2002. Calvin's role at RKJ Group includes lead analyst on the investment portfolio, monitoring the investment managers and performing technical evaluation of investments. Calvin also acts as RKJ Group's practice manager, and is deeply involved in the ongoing development of the team's investment policy.
Phyllis Bidwell began her career in Fort Myers Fl with Prudential Securities, then joined Dean Witter Reynolds in 1992. She's worked with Mike since he came to Raleigh in the same year. Throughout her career she has been respected as one of the most knowledgeable and excellent service providers and assistants in our industry. She takes pride in her excellent work and our clients have come to depend on her experience and efficiency.
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