FedEx

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 FedEx Team

Michael Kane, CFP®

Vice President, Financial Consultant

A Team of Experts Focused on Your Goals

If you are looking for a financial planner who knows the ins and outs of your FedEx Express and ALPA benefitsthen you’ve come to the right place. 

In addition to pilots and airline employees, the FedEx team includes Certified Financial Planners (CFP®), Chartered Retirement Plans Specialists (CRPS®), 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 FedEx 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. 

Kat Schraeder, CFP®

Vice President of Client Service

Paul Ochel, CFP®

Senior Relationship Manager

Dave Robertson, CRPS®

Relationship Manager

Susan Rosing, BFA

Planning Manager

Cheryl Carlson

Receptionist

Darlene Hunter

Receptionist/Scheduler

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