Home | RBG Capital LLC

Our Values

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.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

White Papers And Case Studies

The following contents are a collective of RBG Capital White Papers, brochures as well as third party and industry resources.

Learn More

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Learn More

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Learn More

Meet Our Team

Michael Walling

Partner | Director of Corporation Finance

Michael joined RBG Capital LLC (R.B. Gold & Associates, Ltd.) In 1993 and is the Managing Director of Corporate Finance & Investment Banking. Over the past 25 years Michael has been involved in numerous transactions ranging in size...

Steven Lichtblau, ChFC

Partner | Director of Wealth Management

Steve began working in the financial planning industry in 1985. His clients include business owners and professionals with a variety of financial planning issues. Steve is involved in his community in a number of capacities, ranging...

Christopher Gee

Partner | Chief Investment Officer

Christopher Gee is CIO and leads the firm’s development and communication of investment strategies and policies, supervises and oversees the investment process, and makes decisions on asset allocation, external investment...

C. Tyler Walling

VP of Wealth Management

Tyler joined RBG Capital, LLC (R. B. Gold & Associates) in the spring of 2016 after spending nearly three years at Morgan Stanley's Private Bank and Wealth Management Divisions. Tyler is well versed in liability management and enjoys...

Tim Sperling

VP of Business Development | Corporate Finance

Tim works in the firm’s Investment Banking Division as VP of Business Development, Corporate Finance 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

It is with a heavy heart that we are announcing the passing of our longtime friend, colleague, and valued member of the R. B. Gold family, Roy Schieffer.Roy was an incredible man with a caring spirit, great sense of humor, and a...

Lauren Stevens

Lauren began working with RBG Capital in the Fall of 2020 as an intern analyst and found her niche inthe marketing side of investment banking. She graduated from Arizona State University Magna CumLaude in May 2022 with bachelor’s...

Sreeya Bhupathiraju

Sreeya Bhupathiraju joined RBG Capital in the summer of 2022 as an analyst intern. Originally fromHyderabad, India, Sreeya moved to the United States in 2021 to pursue her master’s degree inquantitative finance at Rutgers...

C. Tyler Walling

VP of Wealth Management

Tyler joined RBG Capital, LLC (R. B. Gold & Associates) in the spring of 2016 after spending nearly three years at Morgan Stanley's Private Bank and Wealth Management Divisions. Tyler is well versed in liability management and enjoys...

Christopher Gee

Partner | Chief Investment Officer

Christopher Gee is CIO and leads the firm’s development and communication of investment strategies and policies, supervises and oversees the investment process, and makes decisions on asset allocation, external investment...

Lauren Stevens

Lauren began working with RBG Capital in the Fall of 2020 as an intern analyst and found her niche inthe marketing side of investment banking. She graduated from Arizona State University Magna CumLaude in May 2022 with bachelor’s...

Michael Walling

Partner | Director of Corporation Finance

Michael joined RBG Capital LLC (R.B. Gold & Associates, Ltd.) In 1993 and is the Managing Director of Corporate Finance & Investment Banking. Over the past 25 years Michael has been involved in numerous transactions ranging in size...

Roy Schieffer, CFP

In Memoriam 8/22/1949-12/27/2021

It is with a heavy heart that we are announcing the passing of our longtime friend, colleague, and valued member of the R. B. Gold family, Roy Schieffer.Roy was an incredible man with a caring spirit, great sense of humor, and a...

Sreeya Bhupathiraju

Sreeya Bhupathiraju joined RBG Capital in the summer of 2022 as an analyst intern. Originally fromHyderabad, India, Sreeya moved to the United States in 2021 to pursue her master’s degree inquantitative finance at Rutgers...

Steven Lichtblau, ChFC

Partner | Director of Wealth Management

Steve began working in the financial planning industry in 1985. His clients include business owners and professionals with a variety of financial planning issues. Steve is involved in his community in a number of capacities, ranging...

Tim Sperling

VP of Business Development | Corporate Finance

Tim works in the firm’s Investment Banking Division as VP of Business Development, Corporate Finance with an emphasis on the firm’s Employee Stock Option Plan (ESOP) business. He holds both a Business Degree and Law Degree...

Ready to Contact Us?

Name

Email

Address

Phone

Question

Thank you!

Oops!