Our Story

A personal promise from RMG’s president:

At RMG, we’re all about helping our clients achieve true financial freedom.

From our roots as a regional insurance firm founded by my Dad in 1965, RMG has evolved into a full-service advisory firm with the wide-ranging expertise and credentials to meet today’s complex financial challenges.

Today, we’re not only still family-owned, we’re woman-owned. And we’ve never lost the caring personal touch, commitment to service, and client-first philosophy that my Dad set in motion five decades ago. I was inspired by his commitment to make every client feel secure, supported, and well cared for, so I followed in his footsteps – but forged my own path.

I became a stockbroker after college, and was disappointed to see how the system supported people investing in a scattershot manner, paying no attention to portfolio theory or goals. So, I became a Certified Financial Planner – one of the first in the U.S. – to help my clients look ahead… and get ahead. A few years later, I proudly helped crack the glass ceiling for women in finance, becoming VP of Financial Planning, one of the first female VPs at a Wall Street Brokerage.

And later, when I learned how divorce created stress, fear, and uncertainty for those going through the process, I became a Certified Divorce Financial Analyst®, with advanced mediation training through the Harvard Negotiation Project. Having gone through the divorce process myself, I came to recognize that gifts come in the most peculiar packages, and sometimes the rediscovery of self and one’s own strength can be the greatest gift of all. I consider it a privilege to compassionately support and protect my clients through each phase of divorce – and help them begin their new lives with renewed purpose and confidence.

But no matter where my clients are at – or where they want to go – I strive to give them the tools and support they need to take control of their finances and their lives. I can’t wait to do the same for you.

My promise to you is this: the RMG team will work closely with you to make you feel safe, comfortable, and confident in making important money decisions today… and every day to come. We’ll guide and support you through life’s ups, downs, and transitions, so you can focus on building a lifestyle you can enjoy, a legacy you can be proud of, and the peace of mind that comes with true financial freedom.

Come have a conversation with people who truly listen – and deeply care – about every client we serve. If we’re a good fit, we’ll show you how RMG can ease your money fears and put you on a solid path to achieving your financial goals – now, and for generations to come. This has been our mission for over half a century.

We look forward to meeting you. Because after all, it’s not just your money, it’s your future!


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