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Our Team

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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. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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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. 

Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Healy Financial is independently owned and operated.

 

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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.

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Joseph Cramer, CFP®

Financial Advisor

Joe, a lifetime Michigan 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® certification 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.

Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Healy Financial is independently owned and operated.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

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Nicholas 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 localcommunity. 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.

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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. 

Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Healy Financial is independently owned and operated.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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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 and her husband, Aldo, reside in South Bend with their son, Lucas. 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.

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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. 

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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. Moving to South Bend with her husband in 1997, she decided to focus on administration rather than sales and found a great place to contribute at The Healy Group. When her husband accepted a position at Augustana College in Rock Island, Illinois, she was able to continue to work remotely for Healy Financial. 

Rikka and her husband live in Davenport, Iowa, with their twin son and daughter, and a menagerie of unanticipated pets.

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Claire Mysliwiec

Administrative Associate

Claire, a graduate of the University of Notre Dame with a BA in history, began her career at Healy Financial as an intern during college. After a few years working in customer service and project management, she came back to the Healy Group in 2015. She is licensed in life and health insurance and is a general securities registered representative. She provides comprehensive support to several financial advisors in the areas of new business processing and client servicing. 

She enjoys cooking and baking and recently made her first wedding cake. She enjoys the outdoors, whether it be hiking or camping, but also loves whenever she has the chance to explore cities like Chicago or her hometown of Washington, DC.

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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 2019. Prior to joining Healy Financial, she worked as a legal secretary at Hahn I Walz, P.C.

She has a precocious three-year-old daughter, Harper; one younger sister who is about to graduate from St. Mary’s College with a nursing degree; and a one-year-old 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.

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Olivia Griggs

Financial Planning Associate

Olivia graduated from St. Mary’s College with a Bachelor in Business Administration (BBA) in accounting. She joined Healy Financial as a financial planning associate.

Olivia grew up in South Bend. Along with her mother, Olivia has two older brothers, and a beagle named Rory in her immediate family. One of her brothers is a seminarian in the Congregation of Holy Cross.

In her leisure, Olivia enjoys playing beach volleyball and discovering new music on Spotify. Ask Olivia about her chess skills.

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Jen Nijak

Director of Information Technology/ Administrative Associate

Jen, a lifelong resident of the area, attended Indiana University. After working 30 years in Information Technology in a manufacturing environment, she joined Healy Group in 2015 as the Director of Information Technology and an Administrative Associate for Healy Financial. 

Jen and her husband, Sal, have 4 daughters and 9 grandchildren. In her leisure, Jen enjoys entertaining family and friends, embroidering, sewing, and gardening.

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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.

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Phone: 574-271-6000
Toll Free: 800-667-4613
E-mail: contact@healyfinancial.net
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Healy Financial is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. 

Certain individuals associated with Healy Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Healy Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 2501689 DOFU 5/2019

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