Our Team

Our Firm

R.B.G Capital & Associates was established in 1986 and is owned and managed entirely by active employees. We are a cohesive team of highly accomplished professionals with over 100 years of combined experience in wealth management and business succession. We utilize a team approach, combining our firm’s collective knowledge and expertise into a collaborative, dynamic, and rigorous process that integrates client goals and objectives into comprehensive client-specific solutions.

Our firm is structured to provide for the future generations of clients’ needs and well-being, addressing both continuity and succession.

Meet Our Team

Michael Walling

Partner | Managing Director of Corporate 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 | Private Wealth Managing Director

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, 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

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

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...

Aaron Lee

Director of Corporate Finance

Aaron brings extensive financial and operational leadership, as well as consulting experience, commencing his career in financial services in 2015. Transitioning to the technology sector in 2016, he served as Chief Operating Officer...

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

Katie joined RBG Capital in 2023 as a part-time Financial Analyst on the Corporate Finance team. Originally from Treynor, Iowa, she earned her bachelor’s degree in Accounting and her Master of Professional Accountancy from the...

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...

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