American

American Plans

As an active American pilot, your American Airlines 401(k) Plan for Pilots is your primary way of saving for retirement. RAA is proud to offer professional investment management for your 401(k) through BrokerageLink at Fidelity.

Your A Fund was frozen as of 2012, and you now have control over your B Fund within an IRA or your 401(k). Our team can help you understand how these accounts fit together, as well as how to optimize your 401(k) contributions to prepare you for a successful retirement, taking into account your specific goals, income needs before and during retirement, health care expenses, Social Security income, and potential tax consequences. We can also help you determine which benefit plan(s) through American, the APA, or the government work best for your needs, including pre- and post-retirement plans and whether a Health Savings Account (HSA) is right for you.

Experience

For over 30 years, RAA has assisted pilots and their families with a variety of financial planning services including 401(k) management, comprehensive financial planning, retirement planning, investment management, estate planning, benefit reviews, tax guidance and return preparation, insurance guidance,  income planning, and Social Security and Medicare guidance, as well as many others.

Meet the American Team

Michael Kane, CFP®

Vice President, Financial Consultant

Joseph Perito, CFP®, AIF®

Financial Consultant

Wes Sharp

Director of Business Development

A Team of Experts Focused on Your Goals

If you are looking for a financial planner who knows the ins and outs of your American Airlines and APA benefits, then you’ve come to the right place. 

In addition to pilots and airline employees, the American team includes Certified Financial Planners (CFP®), Chartered Retirement Planning Counselors (CRPC®), Certified Divorce Financial Analysts (CDFA®), and Behavioral Financial Advisors (BFA) who are guided by and focused on your specific goals, both short term and long term. 

With years of financial planning experience and extensive knowledge about the goals and needs of airline employees, the American team is well-equipped to help you live your ideal financial life. Take a look below to meet the individuals who are here to help you succeed. 

Rutledge Gordon, CRPC®

Managing Director

Robert Gecker, CRPC®

Relationship Manager

Mark Rubey, CFP®

Relationship Manager

Rich Winters, CFP®, CRPC®

Relationship Manager

Michelle Yates, CDFA®️, BFA

Relationship Manager

Evan McGrath

Planning Manager

Korie Bradley

Client Service Administrator

Cheryl Carlson

Receptionist

Darlene Hunter

Receptionist/Scheduler

Airline Representatives

Our Airline Representative team is committed to serving the needs of our clients and their families.
Please contact us with any questions you have or to learn more about how we can help you.

Download an American Financial Planning Checklist

There are many elements a pilot should consider when creating a comprehensive financial plan. Download the checklist to learn what actions you need to take to prepare for your financial future.

Download the Checklist

Request a Custom Financial Consultation

Discuss your financial situation with an advisor who understands your unique needs, goals, and circumstances. Get answers to questions such as:

  • When would you like to retire?
  • How much do you need to save?
  • Do you know how to maximize your airline benefits?
  • What are your short-term and long-term financial goals?

You’ll also get a better understanding of your probability of successfully achieving your goals at your current savings rate. Having clarity about your financial picture today can provide significant peace of mind for the future.

Request a Consultation