Kendall Mahan has been with our team since May 2020. Kendall is a Private Wealth Advisor and holds the Series 6 and Series 63 security registration and the Texas life and health insurance license. She regularly meets with select clients and drives RSF’s multigenerational wealth planning. Kendall also helps oversee our marketing department and programs which include 12 marketing events per year, RSF’s online presence, our multi-platform social media campaigns, and so much more.

A native Houstonian, Kendall is passionate about sports, fashion, working out and spending quality time with friends and family. She loves to challenge herself and work hard to achieve her goals. She graduated from the University of Mary Hardin-Baylor in May 2020 with a degree in Business Management. She was a member of the women’s basketball team there, helping to lead her team to win the American Southwest Conference Championship in her final season. She is married to her husband, Jace.

Jill Gaitz joined our firm in September of 2021 as Director of Operations. She holds the Series 7 and 66 security registrations, and the Texas Life and Health Insurance license. Jill works to ensure our firm operates at peak performance, allowing our clients to experience an extraordinary concierge level of care and service.

Prior to joining RSF Wealth Management, Jill spent seven years with a firm in financial operational management, and holds her Master of Business Administration Degree (M.B.A.) from The College of Saint Rose in Albany NY.

Jill resides in Houston, Texas with her husband Jason and their three children, Abigail, Connor and Cade. She enjoys traveling, fine art, water activities, biking, running, and spending time with family.

Chris Caroll has been with Northwestern Mutual since 2007. Chris is our Director of Wealth Management Services and an Associate Wealth Management Advisor. He holds Series 6, 63 and 7 security registrations, and the Texas and Arkansas life and health insurance licenses. He is responsible for developing RSF Wealth Management’s investment client base and ensuring that our clients receive excellent service in all phases of the financial security process.

Chris is a graduate of Texas A&M University and holds a master’s degree from Louisiana State University.

Jennifer Schiller is our Director of Insurance Services. She has been with Northwestern Mutual since October of 2015 and holds her Texas Insurance License.  She works with us in the areas of new insurance business coordination and policy owner services. 

Jennifer was diagnosed with Stage 1 Breast Cancer in January 2024, and after aggressive treatment was declared cancer-free in December of 2024.  Regular mammograms and screenings save lives!

Jennifer grew up in the northwest suburbs of Chicago and graduated from Millikin University in Illinois. She and her partner, Christopher, enjoy watching the Kansas City Chiefs, attending concerts and comedy shows, or binge-watching TV with their “only child”, Jameson. 

For any client related services, existing or new, please reach out to Jennifer and she will be happy to help in every way that she can.

Maddie Clark joined our firm, RSF Wealth Management, in June of 2023. She serves as the Director of Business Development and Marketing. Maddie works to pinpoint our firm’s potential clients and maintain our presence in the marketplace. She also oversees our Marketing Department by planning events each month, RSF’s online presence, social media campaigns and more. Maddie graduated from the University of Alabama in 2022. Roll Tide!

Maddie moved to Houston in 2023 and is always finding new places to explore with her husband, Carey and her dog, Mac. She loves to stay active, watch sports, go shopping, and find the best local bite to eat in town. With a competitive drive, Maddie likes to excel in her goals. Most weekends you will find Maddie cheering on the Tide or out with friends! Maddie holds her Texas Life and Health Insurance license.

Greg Bergeron joined RSF Wealth Management in June 2023 as Financial Planning Analyst & Investment Specialist. Greg is a native Houstonian who earned a Finance degree from Texas A&M in 2006, and graduated from the Southwest Graduate School of Banking at SMU in June 2021. He has worked in the commercial banking industry since 2009 and ascended to the role of VP of Commercial Lending at Green Bank before spending 3 years at Envoy Mortgage as a residential mortgage loan originator prior to joining RSF. Greg holds the Series 6 and Series 63 security registration and Texas Life and Health Insurance license.

Greg is a proud Aggie that enjoys spending Fall Saturdays at Kyle Field. He also volunteers with the Directions & Assistance Committee of the HLS&R, is involved with Cru Houston, and enjoys spending time out in the country on weekends. Greg is an active member of Grace Bible Church.

Sarah Rollins is our Project Manager. She has been with RSF Wealth Management since inception, and has cared for our clients and team in many different ways. She has overseen our office operations, human resources, and creative marketing initiatives. Currently she provides large project management and marketing support. Prior to joining Northwestern Mutual and RSF Wealth Management, Sarah was a Small Business Sales Representative for Humana.

Sarah and Keith Rollins have celebrated over 25 years together, and have two children, Kendall and Reece. Sarah is active with several charities and non-profits associated with pediatric cancer fundraising and scholarship donations. She enjoys interior decorating, nutrition, working out, fashion and traveling.

Daniel Polce is our Operations Coordinator and joined our firm in August of 2024. Daniel works to ensure peak performance in our operational department, focusing primarily on our investment services.

Daniel holds a Business Management degree from the University of Mary Hardin Baylor, graduating in May of 2024.

Daniel grew up in Dallas Texas and currently resides in Houston. He is very passionate about spending time with friends and family, golfing, and watching college football. He is also passionate about goal setting- focusing on achieving daily set goals to ‘win the day!’