Our team

Financial peace of mind. Brought to you by the best minds in the business.

At RGT, we take our relationship with you very personally. So we don’t offer canned solutions. We’re passionate about helping you along the path to greater certainty.

To accomplish that, our team members must be good listeners, skilled collaborators, and effective practitioners. Client relationships are the foundation of our firm, and we hope to earn your trust and the role of your advisor for years and generations to come.

At RGT, our Core Values guide every action we take as individuals and as a firm. They determine how we serve clients, reward and hire employees, and make strategic decisions.

We recognize client needs drive our business, and we’re motivated to exceed their expectations. We are dedicated to our clients, enthusiastically working with them to pursue their financial goals. With humility, we practice the principles of servant leadership. We make time to mentor and develop our people. We encourage community involvement and giving back.

As fiduciaries, we put our clients’ best interests ahead of our own. We are ethical, honest, and worthy of the trust placed in us as individuals and as a firm. We foster a work ethic that is thorough, responsible, accountable, loyal, and dependable. We are intentional in words, actions, and choices, valuing and exercising strong judgment. We seek to resolve conflict graciously and expeditiously.

Our business is built on collaborative relationships with our clients, employees, and professional networks. We strive for mutual respect, open communication, and accountability. We want each individual to feel involved, heard, and appreciated as an important member of our team. We are supportive, positive, and caring, seeking to create an enjoyable work environment. As stewards of the business, we put the greater good ahead of individual agendas.

We are an entrepreneurial community without institutional barriers, providing each person the opportunity to contribute and advance based on merit and unique personal ability. We are disciplined and organized in our work. We are innovative and take initiative. We deliver on our promises. We employ a results-driven approach in pursuit of our clients’ financial goals and our firm’s business objectives.

We seek dynamic opportunities that best position our clients, employees, and firm for future growth. As we grow, we are committed to our entrepreneurial spirit. We are purposeful in our hiring and initiatives. We passionately strive to achieve our vision. We have an organizational structure that supports the flow of our business as well as our capacity to execute.

We are focused and committed to excellence, maintaining high standards in all that we do. We are intellectually curious and seek educational opportunities. We respond to the requests of others in a timely manner. We are aware of how we professionally represent the RGT brand. We encourage involvement in professional organizations and contributions to our industry.