Daniel T. Newquist
President
Mr. Newquist is the President of RNP Advisory Services, Inc. and an Investment Advisor Representative. He attended University of California at Davis and California State University at Chico where he studied Biology. He joined his father Gary Newquist in the securities business in 1997 where together they built their firm, Newquist and Newquist Private Wealth Management, to be among the top 6% of offices for the largest independent broker/dealer in the United States.
A Certified Financial Planner ™ practitioner (CFP), Mr. Newquist currently holds FINRA Series 7, 63 and 65 securities registrations and is a licensed Life Agent. He specializes in retirement planning and estate planning and is a Registered Representative with Foothill Securities, Inc. .
Mr. Newquist is a member of the Rotary Club of Morgan Hill and serves as adviser for Rotary Youth Interact. Dan grew up in Morgan Hill, California and currently resides in Morgan Hill with his wife Tracy and two children, Blake and Jordyn.
Tracy Newquist
Vice President Client Services
Ms. Newquist is Vice President of Client Services for RNP Advisory Services, Inc. and an Investment Advisor Representative. She graduated from California State University, Chico with a degree in Business Administration and Marketing. Tracy joined her husband Dan and father-in-law, Gary, in the securities business in 2001 after a 12 year career as a regional sales manager for a national manufacturing company. She holds FINRA Series 7, 63 and 65 securities registrations, is a licensed Life Agent and a Registered Representative with Foothill Securities, Inc. .
Ms. Newquist is a member of the Rotary Club of Morgan Hill and a past Board Member for the Charter School of Morgan Hill. She resides in Morgan Hill, California with her husband Dan and their two children.
Erich Reinhardt
Financial Advisor
Mr. Reinhardt is an Investement Advisor Representative specializing in working with Qualified Plan Sponsors to help limit their liability and maximize their return. Mr. Reinhardt entered the securities business in 1994 and prior to joining Reinhardt Advisory Services, served as Vice President and Branch Manager for Charles Schwab & Company in Northern California. Mr. Reinhardt maintains licenses from FINRA – Series 7, 8, 63, 65 and Life Agent. Mr. Reinhardt is a member of the Western Pension & Benefits Conference, San Francisco chapter and has completed numerous courses in retirement planning and asset class investing.
Mr. Reinhardt holds a Bachelor of Science degree from Santa Clara University and he and his wife Tanya live in Salinas, California. They have one son, Jakob.
Gerrie Reinhardt
Office Manager
Gerrie began working with Reinhardt Werba Bowen in 1985 in the tax department. She is a co-founder of Reinhardt Advisory Services and holds a degree in Human Resources from the University of California, Santa Cruz.
The Reinhardt’s have been married 38 years and live in Morgan Hill, California. They enjoy motorcycle riding and playing golf.
Gary Newquist
Director
Mr. Newquist started in the financial services industry in 1967, and successfully built his firm, Resource Counseling Corporation, focusing on retirement planning, asset accumulation strategies and estate planning. Now retired himself, Mr. Newquist was among the top 6% of registered representatives at the largest independent Broker/Dealer in the United States from 1994 through January of 2006. Mr. Newquist and his wife Mary founded Newquist and Newquist Private Wealth Management which merged to form RNP Advisory Services, Inc. in January of 2006.
Mr. Newquist is a black-belt in Judo and a supporter of the SJSU Judo Alumni Group. Now retired and living in Chico, Californa, Mr. Newquist is currently active as a youth mentor. He and his wife Mary enjoy traveling in their motorhome and entertaining their seven grandchildren. They have three children, David, Diane and Dan.
Kevin Rooney
Director of Operations
Kevin Rooney has been in the financial services industry for over 25 years. He has worked with Carl Reinhardt in various capacities since 1995. Mr. Rooney is currently the Director of Operations and Compliance Officer for RNP Advisory Services, Inc. A graduate of Santa Clara University with a degree in business management, Mr. Rooney also holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College.
Mr. Rooney lives in Morgan Hill with his wife, Celia. They have one grown daughter.
Brenda Friederich
Financial Advisor
Ms. Friederich joined the firm in 2003 focusing on retirement plans for business and individuals. Following a nearly 20 year career in software product development and marketing, Ms. Friederich launched her career in financial planning with a Fortune 50 financial services firm. Ms. Friederich has a Bachelor of Science degree in Business Management from University of Phoenix, a certificate in International Business Management from University of California at Los Angeles and licenses from FINRA - Series 7, Series 66 and is a licensed Life Agent.
Ms. Friederich and her husband Ismail live in Campbell, California. They have a teenage daughter who is active in high school volleyball, basketball and swimming.
James Taylor
Financial Advisor
Mr. Taylor joined the firm in 2004. He specializes in financial planning for businesses and individuals. Mr. Taylor has taught for four years at California State University, Fresno. He has researched and is published in the pricing of derivative instruments. Mr. Taylor has a BA in Philosophy from the University of California, San Diego, a MBA with a concentration in finance from California State University, Fresno, and is a licensed Life Agent in California and is a Registered Representative with Foothill Securities, Inc. .
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