How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Mark E. Rauguth, CFP®
Jonah Rauguth, CFP®
Jonah A. Rauguth is a Financial Advisor, and has worked at the firm since 2017. Jonah specializes in investment management, retirement planning, and preparing comprehensive financial plans for young professionals and their families....
Tristan (TJ) Rauguth
tjrauguth@immaculatewealth.com
TJ Rauguth joined the company in 2016 and is the Bookkeeper and Archive Director. He leads the archive operations of current and historical clients and maintains and balances the firm’s general ledger. TJ is the son of firm owner...
Charlotte Rodriguez
crodriguez@immaculatewealth.com
Charlotte is the Operations Director for the firm. Her principal responsibility is to provide professional account service and support to new and existing clients, serving as the primary liaison between clients, custodians, and other...
Jill Blazek
Jill is the Director of Marketing and Compliance at Immaculate Wealth Management, LLC. Jill is responsible for the firm’s overall marketing communications, brand management, compliance, and coordination of client appreciation...