Our team works to address complex financial needs. We guide families through their concerns to help them arrive at solutions best suited to their goals.
Senior Wealth Manager
With extensive experience in asset allocation, portfolio construction, and investment analysis, Brian is responsible for the formation and execution of our investment management process.
Client Service Manager
Abby manages various projects focused on providing ever-increasing value to our clients. She also oversees client service projects designed to aid in RFG's financial planning process. Abby resides in Evanston...
Client Service Specialist
Ashley is responsible for supporting the high quality relationships we are proud to have with each of our clients.
Ashlee supports all administrative projects, including client mailings, research projects, tax reporting/projects and portfolio reporting.
Priscilla is the newest member of the RFG team. She joins us with over ten years of administrative and paralegal experience. She is responsible for providing vital support for our financial planning process...