F. Richard Preuss, Jr. CLU®, ChFC®
Financial Advisor/Owner
We make a living by what we get, but we make a life by what we give---Winston Churchill
A native of Atlanta, Georgia, Rich attended University of Notre Dame and graduated in 1980 with a BBA in Finance. Considering a vocation to the priesthood, he continued his studies at Notre Dame, earning a MA in Theology in 1982. Discerning celibacy wasn’t his calling, he married Beth and together they have 10 children.
Rich joined Healy Financial after completing his studies. In keeping with his goal to offer both a professional and informed direction to his clients, he obtained a CLU designation in 1987, and a ChFC designation in 1988. He became an owner of Healy Financial in 1986. Over the years, he’s been involved in industry associations and numerous business and not-for-profit boards. Currently, he is the President of Healy Group and Chairman of the Board of Christians in Commerce, an organization committed to integrating faith and work.
Rich views his work as connecting his clients’ money to their values. He explains, “Your money is you in foldable form. It isn’t just about rates of return, asset allocation, and maximizing wealth; it is about creating a better life for those you love and creating a better world. Efficient use of your money and resources positions you to accomplish this.”
When Rich has spare time, he enjoys spending it with family, reading, cycling, coaching soccer, and hiking the Appalachian Trail (600 miles down, 1500 to go). He’s also enjoying working with his fellow owners at Healy Group to develop a better sense of humor.
Throughout his 35+ years at Healy Financial, his client base has grown to a level where he is not able to take on many new clients. As he considers his succession plan, he has chosen three young advisors who share his values to carry on his work. Rich regards his work with clients as a lifelong relationship, and it is important to him that they work with successor advisors who share his commitment to the Healy Spirit and who are highly competent.
Registered Representative and Investment Advisor Representative of Securian Financial Services.
Randall J. Raciti CLU®, ChFC®
Financial Advisor/Owner
Born and raised in Minnesota, Randy sought a warmer climate, but always geographically challenged, he migrated only as far south as South Bend. Randy graduated from the University of Notre Dame in 1983 with a BBA in Finance. Early in his senior year at Notre Dame he remarked to his friends, “South Bend has been nice but will never be home.” The moral to that story is love wins! Randy and his wife Tami, a St. Mary’s College graduate and South Bend native, remained in South Bend where their 7 children were born, and they live across the street from Tami’s sister. Warmer climates will be on hold for quite some time.
After working four years in the financial services division of Travelers, Randy joined Healy Financial in 1987 and became an owner in 1988. He obtained a CLU designation in 1986, and a ChFC designation in 1987. Randy is past President of Healy Group and local chapter president of Christians in Commerce, an organization committed to integrating faith and work.
Randy’s only claim to fame is his lovely wife Tami, truly the better half of their marriage. They have 6 daughters and 1 son, so the women rule the home. “We have great children doing great things with their lives and the lion’s share of the credit goes to Tami who has poured her life into them over the 28+ years we have been married,” Randy explains.
Randy views his work as helping clients discover their hopes and dreams, desires, and values and in turn, showing them how they can accomplish their aspirations with their money. Randy’s greatest joy in life is helping people, whether it be with their finances or in other parts of their life. Positively impacting people’s lives, in big or small ways, is Randy’s guiding light. One of the most rewarding aspects of Randy’s work are the times when a client shares with him something they recently did and then adds the comment, “we could never have done this without you.” In Randy’s world, it doesn’t get any better than this!
Randy describes himself as a pretty ordinary guy with an addiction to Fantasy Football, though the results of his team do not correspond with the amount of time he invests in it. Fortunately for his family, it only lasts four months out of the year.
Randy and Tami both have a special place in their hearts for the poor. Inspired by Greg Boyle, a Jesuit priest who has worked for 30+ years with the poor in the heart of Los Angeles, one of Randy’s favorite quotes is “We are sent to the poor NOT to make a difference but so that the poor will make us different.” We are all touched and affected by something important to us. In whatever ways each of us are uniquely called, sound financial strategies help us answer those calls.
Registered Representative and Investment Advisor Representative of Securian Financial Services.
Matthew J. Urbanski
Financial Advisor/Owner
Matt, a nearly lifelong resident of South Bend, graduated from Trinity School of Greenlawn, attended Holy Cross College and graduated from the University of Notre Dame with a BS in business administration and marketing. He joined Healy Financial in 2001, becoming an owner in 2016.
He enjoys working with young business professionals, academics, and business owners. His areas of expertise include: asset protection in the areas of disability income and life insurance; funding strategies for college, retirement plan rollovers, and other tax-deferred savings programs.
Matt and his wife, Carrie, are the parents of two daughters, Lauren and Elyse. Both children were adopted separately from Petion-Ville, Haiti, which has instilled a passion in their family for Haiti and international and domestic adoption. Matt frequently speaks with families considering domestic and international adoption.
A graduate of the Leadership South Bend/Mishawaka Program sponsored by the South Bend Regional Chamber of Commerce. He has also served on the board of Home Management Resources, been active with Young Life of Michiana, volunteered for Trinity School of Greenlawn Alumni Association, and coached youth soccer.
The Urbanski family are members of St. Joseph Parish, where Matt serves as a Children’s Liturgy Instructor and a Lector.
In his leisure, Matt enjoys working in the yard, cooking and entertaining others for meals. He’s also a runner, and although he is not breaking any speed records, he is a regular.
Registered Representative and Investment Advisor Representative of Securian Financial Services.
Joe Cramer CFP®
Financial Advisor
Joe, a lifetime Michiana resident, graduated from Trinity School at Greenlawn and the Carlson School of Management at the University of Minnesota with a BSB in finance, risk management, and insurance.
After working for a few years for Securian Financial in Minnesota as a financial advisor, he left the frozen north to join Healy Group in 2015. Joe earned his CFP® credential in 2017.
He appreciates working with young professionals and families, especially those in the medical community. His areas of expertise include: holistic fee-based financial planning and coaching; asset protection strategies in the areas of specialty-specific disability insurance and life insurance; debt management; tax deferred strategies for funding education and retirement; and, wealth management.
Joe enjoys soccer, golf, waterskiing, and being outdoors. In addition, he has the unique ability to hum and whistle at the same time, but still cries when he cuts onions.
He is a member of Christians in Commerce and enjoys giving back to his community.
Registered Representative and Investment Advisor Representative of Securian Financial Services.
Nick Liskey
Financial Advisor
Nick joined Healy Financial in 2015 with over ten years of experience in financial services. After graduating from Bethel College with a BA in Education, Nick’s passion for helping others led him to teach in a middle school in the inner city of Los Angeles.
He brings his compassion and communication skills to his financial services practice, helping others understand the complex ideas of personal finance. A teacher at heart, Nick dedicates his professional time and talent to helping his clients meet their goals and achieve financial success.
Nick and his wife, Angie, and four children live in Granger and enjoy supporting the local community. When Nick is not attending his children’s sports, piano lessons, ballet, or other family activities, he’s torturing himself training for triathlons.
Nick is also the proud owner of a Prius, which crushes it on gas mileage while saving the environment.
Registered Representative and Investment Advisor Representative of Securian Financial Services.
Christin Rose CFP®
Financial Advisor
A lifelong resident of South Bend, Christin graduated from Trinity School at Greenlawn and St. Mary’s College. Prior to joining Healy Financial in 2003, Christin worked in development at Hope Rescue Mission. Through that experience, she encountered many people doing great good for others using their skills, connections and financial resources. Moved by this, she decided to embark on a career in finance as a way of helping people care for their resources well so that they have the freedom to use their resources to care for and serve others.
At Healy Financial, her greatest joy is working face-to-face with clients. She appreciates being able to help them reflect on the larger picture of their finances and how it connects to their life goals. She enjoys teaching financial strategies so her clients can make well-informed choices that help them attain what they want from their financial life.
Christin delights in children, having 30 nieces and nephews, and has fun volunteering with Junior Achievement. In her leisure, she enjoys being on the water, sailing, canoeing, or kayaking. Her favorite past-times are playing the piano and she dabbles in photography.
Registered Representative and Investment Advisor Representative of Securian Financial Services.
Rikka J. Stewart
Administrative Associate
After earning her BA in Economics from Pacific Lutheran University, Rikka began working as an insurance agent for Lutheran Brotherhood in the Southern California Agency. After moving to South Bend with her husband, she decided to move from sales to the administration. When her husband accepted a position at Augustana College in Rock Island, Illinois, she continued to work remotely for Healy Financial.
Rikka and her husband live in Davenport, Iowa, with their twin daughter and son, and a menagerie of unanticipated pets.
Registered Representative of Securian Financial Services.
Linda Mooney
Administrative Associate
Linda graduated from Ball State University with her BS in business education. After teaching high school business and computer classes, Linda worked at Borg Warner Automotive in Muncie, Indiana. After moving to South Bend, she worked part-time at St. Jude Catholic School in the classroom and the office. In 2015, she began working at Healy Financial.
She and her husband have one daughter. In her leisure, Linda enjoys reading, hiking, traveling, and spending time with family.
Registered Representative of Securian Financial Services.
Sara Reyes FLMI
Administrative Associate
Sara is from Madison, Indiana, and graduated from Saint Mary’s College with a BA in religious studies. Sara has worked in the financial services industry since 2010 and joined Healy Financial in 2016.
She earned a Fellow, Life Management Institute (FLMI) designation from LOMA, an international trade association for the insurance and financial services industry in 2015.
Sara resides in South Bend with her family. She is an avid college football and basketball fan. She enjoys creative writing, stand-up comedy, and Latin Dance.
She is passionate about Catechetical development and education, especially for young adults and teenagers. She often thinks simultaneously in English and Spanish.
"How My Work Culture Changed the Way I View My Work?"
Registered Representative of Securian Financial Services.
Alexandria (Allie) Millar
Administrative Associate
Allie, a graduate of IU South Bend with a B.A. in English and a minor in Spanish, joined Healy Financial in 2018. Prior to joining Healy Financial, she worked as a legal secretary at Hahn I Walz, P.C.
She has a precocious daughter, Harper and a rambunctious golden retriever, Ryder, who believes he is a lap dog. In her spare time Allie enjoys attending and watching Notre Dame men’s basketball and football games. When she’s not cheering on the Irish, she likes to read.
As a former Starbucks’ employee during her high school years, Allie has the uncanny ability to guess people’s favorite Starbucks’ drinks.
Christine Weldy
Administrative Associate
Chris joined Healy Financial in 2019 with over 16 years of experience in the financial services industry. Prior to joining Healy Financial, she worked as a client service specialist for Guidance Wealth in Elkhart. She enjoys her work and especially making the complex easy to understand.
Chris attended the University of Michigan-Flint and Asbury College, Willmore, KY, where she studied Christian Ministries.
She and her husband, Steve, have six grown children and four grandchildren.
In high school and college, Chris played competitive tennis. She still enjoys playing the sport occasionally. She also enjoys watching college football and hockey. In her spare time, she likes to read and have fun with her husband and family.
Next Halloween, ask Chris to scare you with her imitation of the Wicked Witch of the West.
Marissa Roe
Administrative Associate
Marissa Roe joined Healy Financial in 2021 as an administrative associate. Prior to joining Healy Financial, she worked as a financial assistant at United Investment Planning.
She and her husband of nine years have three busy boys. They also have a brood of chickens and a dog. Her sons enjoy feeding the chickens scraps from the garden.
When she’s not busy with her family, Marissa loves getting lost in a good book, baking cupcakes and hanging out in her vegetable garden.
If you need your sleeves rolled up, ask Marissa. She’s a pro according to her husband. Marissa’s father also admires her ability to speak fluent “sarcasm.”
Megan Sloma
Administrative Associate
Megan Sloma joined Healy Financial in 2021 as an administrative associate. Prior to joining Healy Financial, she worked as an investment representative and licensed banker at Fifth Third Bank for 10 years.
Born and raised in the area, Megan graduated from St. Joseph High School in South Bend. She moved to New York City and graduated from Marymount Manhattan College with a BA in Theatre in 2001.
Several years later she moved back to her hometown to be closer to family. Megan and her husband, Tim, have two sons and one daughter as well as four dogs.
In her leisure, she enjoys spending time at her parents’ lake home with family, watching Notre Dame football and cheering on the New York Yankees, which is in her own words is “the World’s Greatest baseball team.”
Filled with a wealth of insignificant knowledge and pop culture trivia, she enjoys sharing the information with others to make it more useful. She’s mastered the art of the midwestern good-bye, which to her husband’s chagrin can take up to 15 minutes.
Registered Representative of Securian Financial Services.
