Broker Check

Our Financial Advisors

Jeff Tooley, Phil Ruhe, and Allison Menke genuinely care about the people they work with. They take time to listen, understand what matters most, and walk alongside clients as they work toward their goals. With steady guidance and a personal approach, our financial advisors are committed to building lasting relationships and helping clients feel supported and confident along the way.

Jeff Tooley

Jeff Tooley

Director | Financial Advisor

812-482-7276

812-634-6769

jtooley@rwbaird.com

Jeff Tooley has over 24 years of experience in the financial services industry. He is a registered investment advisor representative and is Series 7 and Series 66 licensed. He is also a licensed life and health insurance agent. Jeff...

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Phil Ruhe

Phil Ruhe

Senior Vice President | Financial Advisor

812-482-7276

812-634-6769

pruhe@rwbaird.com

Phil has over seven years of experience in the financial services industry. He is a registered investment advisor representative and is Series 7 and Series 66 licensed. He is also a licensed life and health insurance agent.Prior to...

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Allison Menke

Allison Menke, CPA, QPFC

Associate Branch Manager | Financial Advisor

812-482-7276

812-634-6769

amenke@rwbaird.com

Allison is a financial advisor with the Tooley Ruhe Menke Group. Having joined the team in July 2022, Allison brings the team a unique set of skills to solve complex problems and provide our clients with creative solutions.Allison is a...

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Speak to a Professional

Your well-being and that of your family is at the heart of everything we do. We take the time to understand your unique circumstances, aspirations, and comfort with risk, so we can build a plan tailored to you. Strong, lasting relationships built on trust and open communication are the foundation of our success.

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