Meet Our Team
At the Center of Your Financial Life
At RSF Wealth Management, our team is dedicated to providing you with the very best service, working with you to develop solutions that fit your individual needs. Our emphasis on client satisfaction and specialized attention combined with our unique skills creates a climate of success.
Keith Rollins is a Wealth Management Advisor with Northwestern Mutual and a founding partner of RSF Wealth Management, Keith is dedicated to helping families articulate their vision for the future, identify solutions to help make that vision a reality, and take bold steps in the direction of their goals.
Keith has achieved various professional accomplishments over the years including qualifying for membership with the prestigious Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®. He has qualified for Forum 10 times between 2013-2023, which is an accolade achieved by the most elite financial representatives within the Northwestern Mutual distribution system.
Keith and his wife Sarah, have two children, Kendall and Reece. He is an avid sportsman who enjoys golf, basketball with family, and date nights with his wife. He is also the founder of the Push Up Foundation Houston, after conquering Colorectal Cancer in 2020 at age 49. Most weekends he can be found cheering on The Houston Texans, Astros, Rockets or his beloved University of Houston Cougars.
In order to grasp a better understanding for one's individual, family and small business needs, Chad works to develop a personal relationship with each of his clients to help meet their needs in an efficient and effective way. Chad's experience in financial planning enables him to work with individuals and families in all stages of life and across a wide range of industries. He is highly skilled in personalizing a plan specifically for you and your family, helping you to reach your goals in obtaining financial security.
Chad graduated from Texas A&M University with a Bachelor of Science in Economics. He also received a Business in Economics Certificate and is a graduate of the Texas A&M Financial Planning Program.
Chad is originally from Corpus Christi, Texas. He and his wife Jamie, have three children, Ethan, Peyton and Cameron. Chad and his family enjoy spending time at the Houston Racquet Club, playing tennis and hanging out by the pool. They also enjoy traveling and playing golf. Regardless of how busy Chad's work calendar remains, he always finds the time to stay actively involved with his family, his church, and his community.
Kendall Mahan oversees business development for RSF Wealth Management and has been with Northwestern Mutual and our team since May 2020. She plays an integral role in pinpointing our firm’s potential clients and maintaining our presence in the marketplace.
Kendall, a native Houstonian, is a young woman that 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. Kendall 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.
Jill Gaitz is our Chief Operating Officer and joined our firm in September of 2021. 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 two children, Abigail and Connor. She enjoys traveling, fine art, water activities, biking, running, and spending time with family.
Chris Carroll
Associate Wealth Management Advisor and Director of Investments
Chris Caroll has been with Northwestern Mutual since 2007. Chris is our Director of Investment Services and holds the 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.
Prior to joining Northwestern Mutual, Chris spent several years in marketing communications for a global oilfield services firm. He is a graduate of Texas A&M University and holds a master’s degree from Louisiana State University. Chris and his wife Kristine have two children.
Jennifer Schiller is our Director of Insurance Services. She has been with Northwestern Mutual since October of 2015 and made an immediate impact on our team's success when she came. Jennifer works with us in the areas of new insurance business coordination and policy owner services. Her thoughtful, friendly and helpful demeanor makes her well qualified to handle your service needs.
Jennifer grew up in the northwest suburbs of Chicago, Illinois and attended Millikin University. She is an avid Blackhawks fan and in her free time enjoys playing the guitar, singing and attending concerts.
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 as the Business Development and Marketing Assistant. Maddie works to pinpoint our firm’s potential clients and maintain our presence in the marketplace. Maddie graduated from the University of Alabama in 2022 with a degree in Kinesiology.
Maddie is passionate about life and enjoys spending quality time with her friends, family, and husband. 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. She loves to explore Houston with her husband, Carey. Most weekends you will find Maddie either hosting a sports watch party or attending a sporting event!
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 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!’