Our Team

Loyd H. Rawls, Chairman

Loyd H. Rawls is one of the nation’s leading succession planners. Since 1973, Mr. Rawls and his associates have provided business succession services for the owners and key executives of closely-held, capital intensive family businesses throughout the country.

David Ciambella, CEO

For more than two decades, David has worked with successful, closely held business owners, family members and executive management teams to address a myriad of family business succession planning issues.

Dan Thill, COO, CFP®

Dan specializes in asset management programs, investment analysis, investment planning and non-qualified deferred compensation plans.

Dan Schneider, M.A.

Dan Schneider specializes in working with families and organizations to design, build, and implement emotional and logical relationship systems and processes that increase human and financial capital and stakeholder value.

Hugh Roberts, CFP®

Hugh specializes in dealing with the issues that must be resolved by auto dealers and their families in order to preserve assets and develop succession plans for their dealerships.

Jeff Faulkner, M.S.

Jeff’s private practice in the counseling industry allowed him to gain specialized experience in working with families in crisis and achieving mutually satisfactory resolution of significant family dynamic issues.

David Weaver, CEC

David's career spans over 30 years as a successful business executive, where he specialized in the launch and growth of independent startups and new business units across multiple industries. In these roles, he worked with CEOs and executive management to achieve aggressive growth goals and prepare their organizations for eventual sale.

Champ Rawls, CLU®

Being a part of his own family’s business, Champ has a unique insight into the difficulties, challenges, and triumphs that our clients face when combining family and business.

Russell Phillips, M.A., M.B.A

Associated with The Rawls Group since 1995, Russell Phillips’ primary focus is working with business owners, key managers and family members on the varying relational issues that impact the business legacy and their pivotal relationships.

Jeff Bannon

Family business and succession planning are close to Jeff’s heart. With the recent passing of the baton of his family’s law firm between his grandfather to his sister, Jeff has witnessed the benefits and rewards of a properly thought out succession plan. .

Dan Iosue, CFP®

As a succession planner, Dan Iosue, CFP® leverages his more than decade of experience in corporate leadership and financial planning working with clients to help them achieve their long-term business goals. He works with business owners and key executives to overcome challenges that impact business success, keeping them focused on sustainability and growth.

Adriana Puente, MST

Adriana has more than 10 years of experience working as a tax accountant focused on corporate, partnership, non-profit, high-net worth individual, and estate clients. Through her career, she has gained diverse experience interacting with business owner’s and families working in public accounting and banking. 

Dr. Merlot

The straight talking alter ego of Loyd Rawls, Dr. Merlot blends sarcasm and truth with heart and emotion. He consults with The Rawls Group and their clients in those hard to hear business succession planning conundrums. Loyd believes truth without compassion is pure brutality; however, Dr. Merlot believes truth is truth.