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 | 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...

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...

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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