Integrity
Honesty and trustworthiness are the foundation of any relationship. As wealth managers, we work hard to always do the right thing by our clients. We will always make decisions based on our values and convictions rather than what brings us personal gain.
Intentionality
We believe that Purpose + Mission = Vision.
As experienced Advisors, we will help determine your purpose and mission to design and achieve your vision through a focused and objective process
Transparency
Complete transparency is key when working with anyone, especially when it involves your hard-earned money. To that end, we disclose all our fees up front.
Michael Walling
Partner | Managing Director of Corporate Finance
Steven Lichtblau, ChFC
Partner | Private Wealth Managing Director
Christopher Gee, CFA
Partner | Chief Investment Officer
Christopher Gee, a CFA Charterholder and CIO of RBG Capital, leads the firm’s development and communication of investment...
C. Tyler Walling, CEPA®
Private Wealth Director
Tim Sperling
Director of Corporate Finance & Business Development
Tim works in the firm’s Investment Banking Division as Director of Corporate Finance & Business Development with an emphasis on the firm’s Employee Stock Option Plan (ESOP) business. He holds both a Business Degree and Law Degree...
Roy Schieffer, CFP
In Memoriam 8/22/1949-12/27/2021
Victoria Arguello Solorzano
Private Wealth Associate
Victoria joined RBG Capital in the summer of 2023 as an analyst intern. Originally from San Jose, Costa Rica, Victoria graduated with a bachelor’s degree in finance from the W.P. Carey School of Business in May of 2024...
Katie Heim
Corporate Finance Analyst