Broker Check

Our Team

Jamie S. Lapin, CFP, CDFA

President

301 838-4111

jlapin@rmgadvisors.com

Jamie has spent her career on the cutting edge of the financial services industry. One of the first advisers to earn the CFP designation, she's been helping clients make rational and responsible financial decisions for many years....

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Gail C. Monahan

Chief Operations Officer

301 838-4111

gmonahan@rmgadvisors.com

With 20 years’ experience in the securities industry, Gail, knows how to get things done and make it look easy. Gail works closely with Jamie, and the rest of the RMG team to execute and expedite the decisions our clients make....

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Lore Griswold

Accounting Manager

301 838-4111

lgriswold@rmgadvisors.com

Lore came to Risk Management Group with over fifteen years of experience in finance, and we are proud to call her our accounting manager. Lore’s precision and wide array of skills helps keep the wheels turning: Lore produces...

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Thiago Glieger, AIF®

Director, Communications & Operations

3018384111

tglieger@rmgadvisors.com

For 4 years, Thiago Glieger made sure that operations at our broker-dealer ran smoothly and efficiently. As an operations expert, Thiago ensures that our greatest asset - our clients - are secure and well cared for. Thiago bridges...

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Victoria Underhill, AIF®

Director, Individual & Corporate Planning Services

301 838-4111

vunderhill@rmgadvisors.com

Victoria joined Risk Management Group with more than ten years of experience in the financial industry. Before officially joining our team, Victoria worked closely with Jamie and Gail at H. Beck, Inc., our broker-dealer. She currently...

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