biographies
Experience builds confidence.
Wisdom builds wealth.
The principals and staff of Ruedi Holder and Associates bring both extensive experience and in depth knowledge to each and every client relationship. Their commitment is to you. They work together in your best interests, regardless of the size of your portfolio or the scope of your dreams.
Paul A. Ruedi
Chief Executive Officer
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Paul has over 27 years of financial planning experience. He began his career as a financial representative with a large, national planning company. In 1984, at the age of 26, he formed his own brokerage firm. He has often commented that being in retail investments, early in his career, opened his eyes to the fact that retail investment products are fraught with conflicts of interest. These conflicts come with the sale of commission-based investment products which are not always in the best interest of the client. Paul sold his original firm in 1986. Paul was also one of the first financial advisors to adopt a fee-only method of compensation for his practice.
Paul founded Strategic Capital Management, Inc., a Investment Advisory firm in 1987. The firm was located in Champaign, Illinois. Under Paul’s leadership, the firm became Strategic Capital Trust Company. And in 1998 Paul, along with other associates, formed the holding company, Strategic Capital Bancorp, Inc. which established and owned a private, state chartered bank also in Champaign.
When Strategic Capital Bancorp was sold in 2003 to an investor group headquartered in Chicago, Paul remained with Strategic Capital Trust Company where he served as its CEO. In 2009, Paul and his colleague from the Trust Company, Dan Holder, established Ruedi Holder & Associates.
For the past 18 years, Paul has been the host of “On the Money” a radio talk show featured on the largest radio station in Champaign County. He is also a sought after speaker for groups and organizations covering topics about financial planning and investment theory.
Paul and his wife Cindy have four children.
Daniel E. Holder
President
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Dan Holder has provided financial advice to clients for over thirty years. After graduation from Northern Arizona University, he served with the United States Marine Corp obtaining the rank of Captain. Following his military service, he earned his law degree from Loyola School of Law in New Orleans, Louisiana. Dan began the practice of law in New Orleans, with the firm of Montgomery, Barnett, Brown, & Read. He moved to Champaign, Illinois in 1981 and joined the national accounting firm of Clifton Gunderson LLP where he became a senior tax partner. During his tenure with Clifton Gunderson, Dan was involved in estate planning, financial and business planning, retirement planning, business valuations as well as all forms of taxation.
Dan joined Strategic Capital Trust Company in 2001 where he served as Executive Vice President and continued to provide financial and investment services to Strategic Capital’s clients. In 2009 Dan and Paul Ruedi formed Ruedi Holder & Associates, Inc., a Investment Advisory firm. As President of the firm, Dan continues to provide a wide range of financial planning and investment services to Ruedi Holder clients. He also continues his tax and consulting practice with his Certified Public Accounting firm, Daniel E. Holder & Associates, Inc.
Dan is a Certified Public Accountant (CPA), a Certified Financial Planner (CFP), and a licensed attorney. He is a member of the American, Illinois, Louisiana, and Champaign County Bar Associations, the American Institute of CPAs, the National Association of Certified Valuation Analysts, and the Eastern Illinois Estate Planning Council. He is a member of the Illinois CPA Society and has served on the organization’s federal taxation committee. He is often called upon as an expert witness.
Dan taught federal taxation at Parkland College in Champaign for over 10 years. Additionally, since 2003, he has taught federal taxation as an adjunct lecturer in the Department of Accountancy at the University of Illinois, Urbana, Illinois. He has been a frequent guest speaker for many organizations, and since 2001, the co-host of “On the Money”, a radio show broadcast in Central Illinois.
Dan and his wife Ginny have three children. He enjoys golf tennis and fishing.
Laura B. Vollrath
Executive Vice President
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As Executive Vice President of Ruedi Holder & Associates, Laura specializes in investment analysis and managing operational procedures for the firm. Laura is also involved with the firm’s clients providing on-going client communication and client service. Prior to joining Ruedi Holder, Laura worked in operations at Strategic Capital Trust Company, where she was promoted to the position of Trust Officer. She holds a B.S. Degree from the University of Illinois and has earned her Certified Security Operations Professional designation as well as her Illinois Life Insurance Producers’ license. Laura and her husband Jim, who is an engineer, are the busy parents of two small children.
Rose M. Ruedi
Executive Vice President
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Rose serves as Executive Vice President of Ruedi Holder & Associates, Inc. She is involved with day-to-day operations and works with clients to set up new accounts. Rose also tracks required minimum distributions and is responsible for the transfer of funds and assets to and from clients’ accounts. These responsibilities require on-going monitoring and client contact. Rose completed the Cannon Trust Operations School in 2009 and has also earned her Certified Security Operations Professional designation. Prior to joining Ruedi Holder, she worked at Strategic Capital Trust Company as an Operations Specialist. Rose and her husband Dave relocated to Champaign from Chicago. They have 3 children and 5 grandchildren.