Our Fairfield team of financial specialists are ready to serve and help through life’s financial complexities with truth, competence and by our tradition of going the extra mile.
John Rathbun, CFP®
Senior Financial Advisor
John Rathbun
Senior financial advisor
John is a Certified Financial Planner practitioner that founded Graf & Company Financial Management with more than 40 years of experience in the financial management field.
John frequently speaks and teaches on financial planning for churches, businesses, and community organizations. He believes that all of our lives are abundantly filled with wealth and has developed Wealth Integrity Solutions to capture a family's full financial and personal wealth.
John is actively involved in the Fairfield First Baptist Church. In his free time, John and his wife Connie enjoy traveling, fishing, and spending time with their children and granddaughters.
Bo Northup, CRC®
Senior Financial Advisor
Bo Northup, CRC®, LUTCF
Senior financial advisor
Bobby 'Bo' Northup is a financial advisor with Business & Financial Strategies, offering more than 38 years of experience in the financial services industry.
Bo is a graduate of Central College in Pella, Iowa, with a degree in accounting and minors in business and communication. He has also earned the Life Underwriter Training Council Fellow designation. Growing up in rural Iowa, Bo learned the importance of compassion and helping others. His interest in numbers and talking with people influenced his decision to pursue his current career.
Bo is actively involved in his church and the Pekin Community Scholarship Fund. He and his wife Julie enjoy spending time together and supporting their children Kayla, Trenton and Trever in their many endeavors. Kayla is also married with two grandchildren that Bo and Julie immensely enjoy.
Heather Rathbun
Financial Advisor
Heather Rathbun
Financial Advisor
Heather joined Business & Financial Strategies in 2021. Before joining the firm, she worked at Cambridge Investment Research for 13 years as a Compliance Analyst and Practice Management Consultant. As part of the Practice Management Team, she consulted and coached financial advisors to better their practices through the use of technology. With BFS, Heather specializes in financial planning for individuals and familiess. She aims to help our clients reach their goals, both personal and financial.
Heather graduated from Iowa Wesleyan College in Mt. Pleasant with a degree in Elementary Education. Heather resides in Fairfield, IA with her two dogs, Keyla and Aiden. She is a fan of the Iowa Hawkeyes and St. Louis Cardinals. In her free time, she enjoys spending time with her family at Lake Thunderhead and reading.
Stacey Martin, CFP®
Financial Advisor
Stacey Martin, CFP®
Financial Advisor
Stacey obtained her CERTIFIED FINANCIAL PLANNER ™ designation in 2015, during her 19 years with Cambridge Investment Research, Business Development. She graduated from University of Iowa with a major in Finance in 2006. Growing up on the family hog farm in Rockford Iowa, Stacey heard many times, the hardworking farm lifestyle and its frequent problem-solving would ‘build character’. The values instilled from the family farm continue to influence Stacey, along with a love of bacon! In 2004, she married her husband Austin and moved to Fairfield. She enjoys reading, sewing, supporting their church, and attending Iowa games with her Dad.
Bobbi-Jo Markle
Client Services Manager
Bobbi-Jo Markle
Client Services Manager
Bobbi-Jo was born in Denver Colorado but grew up in Fairfield where she graduated from high school in 2002. She joined the 224th Engineer Battalion at 17 and deployed with the Fairfield unit in 2005. From there lived in Des Moines and worked at Camp Doge before moving to Colorado Springs for six years. Bobbi-Jo moved back to Fairfield around 2018.
Bobbi-Jo worked at Cambridge Investment Research for 6 years in their operations department assisting advisor offices and their clients. She has spent the last 1.5 years working as a Care Coordinator at The Well Resource Center.
She has two amazing boys, 13 and 11, and an amazing boyfriend.
Jennifer Coleman
Client Services Associate
Jennifer Coleman
Client Services Associate
Jennifer started with Graf & Company Financial Management in January 2009. The client services manager role is fulfilling to her. Through her journey at Graf & Company CPA firm she found her passion of serving others. She went back to college while working full time, raising three children, and graduated Indian Hills Community College in 2017 with a A.S. in Business. In 2020 she became a partner of the tax firm. Her pleasure is to aide clients through the process of getting to know the entire firm family, our services in tax, bookkeeping, and financial management.
Volunteer duties of coaching, church elder, city councilwoman, school board member, and Washington DC trip organizer have kept her busy for the last 22 years. Now that their three children are almost out of the house, she is looking for her next grand adventure. Jennifer and her husband Shawn live in Packwood raising two cats, a dog, and many chickens. She enjoys traveling, kayaking, chasing waterfalls, and driving her blue 2013 Ford Mustang GT!