RGT Wealth Advisors

Industry: Company

Description

Founded: 1985 Subsidiary: Robertson, Griege & Thoele, Financial Advisors, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportRGT Wealth AdvisorsWebsiteDirections Saved (0) Saved Save 1 Google review Financial planner in Dallas, Texas Address: 5950 Sherry Ln #600, Dallas, TX 75225 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (214) 360-7000: : Website: Place name: : Category: : : : Website: http://www.rgtadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of RGT Wealth Advisors Posting publicly on the Web Write a review Reviews 1 Google review

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RGT Wealth Advisors Employees

Employee
Years
Job
Industry
Laura Cunion Laura Cunion Dallas/Fort Worth Area Details
Laura Cunion's RGT Wealth Advisors Experience December 2014 - Present
Job Operations Specialist at RGT Wealth Advisors, Dallas, High Net Worth, Family Office, FeeOnly, Independent RIA
Industry Financial Services
Experience
RGT Wealth Advisors   December 2014 - Present

Education
Southern Methodist University   2004 — 2009
B.A., Psychology

Trinity Valley School

Aileen (Lau) Danley, CFP® Aileen (Lau) Danley, CFP® Orange County, California Area Details
Aileen (Lau) Danley, CFP®'s RGT Wealth Advisors Experience June 2014 - Present
Job Financial Planner at RGT Wealth Advisors | Orange County | Independent RIA | FeeOnly | Family Office
Industry Financial Services
Experience
RGT Wealth Advisors   June 2014 - Present
Financial Planning Association of Orange County  January 2014 - Present
Zeiders Enterprises, Inc.   October 2013 - Present

Education
University of California, Irvine   2005 — 2008
Certificate, Personal Financial Planning

Pepperdine University   1990 — 1992
MBA, Business

University of California, Los Angeles   1982 — 1987
BS, Computer Engineering

Chanze Wellington Chanze Wellington Dallas/Fort Worth Area Details
Chanze Wellington's RGT Wealth Advisors Experience May 2015 - Present
Job Operations Specialist at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors   May 2015 - Present
Fidelity Investments  October 2012 - May 2015
ARC of Rockland  September 2008 - October 2012
Chase  March 2010 - July 2011
Brookstone  January 2005 - May 2009

Skills
Mutual Funds, Fixed Income, Equities, Cost Basis Reporting, Tax Reporting, Bonds

Education
Mercy College   2004 — 2008
Bachelor's Degree, Criminal Justice, 3.34

Rachel Atry Rachel Atry Irvine, California Details
Rachel Atry's RGT Wealth Advisors Experience August 2011 - Present
Job Administrative Assistant at RGT Wealth Advisors | Orange County | Independent RIA | FeeOnly | Family Office
Industry Financial Services
Experience
RGT Wealth Advisors   August 2011 - Present
College Hospital  October 2009 - August 2011
ETI Empire Direct   March 2006 - June 2010

Education
California State University-Fullerton   2007 — 2009
Bachelor of Arts (B.A.), Psychology

Fullerton College   2005 — 2007
Psychology

Orange Coast College   2004 — 2005
Psychology

Ben Briggs, MS, CPA Ben Briggs, MS, CPA Dallas/Fort Worth Area Details
Ben Briggs, MS, CPA's RGT Wealth Advisors Experience January 2014 - Present
Job Senior Financial Planner at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors   January 2014 - Present
Robertson, Griege & Thoele   April 2011 - December 2013
CliftonLarsonAllen  June 2009 - April 2011
Whitley Penn  January 2009 - June 2009
Robertson, Griege & Thoele   May 2007 - December 2008

Education
Southern Methodist University - Cox School of Business   2005 — 2008
Bachelor of Business in Financial Consulting, Accounting & Finance

The University of Texas at Dallas - School of Management   2009 — 2012
Master of Science in Accounting & Information Management, Accounting

Jeremy Hudson, CFP® Jeremy Hudson, CFP® Dallas, Texas Details
Jeremy Hudson, CFP®'s RGT Wealth Advisors Experience March 2013 - Present
Job Director at RGT Wealth Advisors, Dallas, Wealth Management, Independent RIA, High Net Worth, Family Office, FeeOnly
Industry Financial Services
Experience
RGT Wealth Advisors   March 2013 - Present
Howard Financial Services, Ltd.   January 2006 - February 2013
Wealth Builders, Inc.   June 2000 - December 2005

Skills
Wealth Transfers, Investments, Liquidity Events, Equity Based..., Tax Planning, Estate Planning & Asset..., Strategic Business..., Alternative Assets, Risk Management, Retirement & Education..., Money Guide Pro, Estate Planning

Education
Texas Tech University   1997 — 2000
Bachelor of Science (B.S.), Personal Financial Planning

Joanna Jadlow, CPA, CFP®, CDFA™, MPA Joanna Jadlow, CPA, CFP®, CDFA™, MPA Dallas, Texas Details
Joanna Jadlow, CPA, CFP®, CDFA™, MPA's RGT Wealth Advisors Experience January 2015 - Present
Job Managing Director at RGT Wealth Advisors | Dallas | Independent RIA | FeeOnly | Family Office
Industry Financial Services
Experience
RGT Wealth Advisors   January 2015 - Present
RGT Wealth Advisors   July 2008 - Present
Robertson, Griege & Thoele   January 2011 - December 2014
Robertson, Griege & Thoele   November 2005 - December 2010
Hogan & Slovacek  November 2002 - October 2005
Ernst & Young  September 2001 - October 2002
PricewaterhouseCoopers  January 2000 - April 2000

Skills
Wealth Management, Family Office Services, High Net Worth..., Financial Planning, Retirement Planning, Planning for Sale of..., Budgeting, Divorce Planning, Collaborative Law, Independent Financial..., Risk Management, Professional Sports

Education
The University of Texas at Austin - Red McCombs School of Business   1996 — 2001
BBA, MPA, Business Honors & Accounting

Stillwater High School

Tanzy Waggoner Tanzy Waggoner Dallas/Fort Worth Area Details
Tanzy Waggoner's RGT Wealth Advisors Experience May 2015 - Present
Job Executive Assistant at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors   May 2015 - Present
E-Technologies Group  October 2013 - September 2014
Great American Insurance  November 2012 - July 2013
Fluor Corporation  March 2008 - May 2012
Asics America Corporation  July 2003 - March 2008
Wells Fargo Home Equity  September 2001 - July 2003
Atlas Capital Corp   August 2000 - September 2001
Marden Susco LLC   June 1998 - August 2000

Skills
Account Management, Microsoft Word, Lotus Notes, Data Entry, Human Resources, Microsoft Excel, PowerPoint, Office Management, Accounts Receivable, Software Documentation, Telephone Skills, Fax, Visio

Education
Abilene Christian University

Tyler Jr. College

Donna Heiken Donna Heiken San Clemente, California Details
Donna Heiken's RGT Wealth Advisors Experience September 2009 - Present
Job Executive Assistant at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors   September 2009 - Present
Immunetech Pharmaceuticals   September 1977 - November 2000
Discover Art with Sandra Angelo   September 1977 - October 2000
Finley, Kumble, Wagner, Heine, Underberg, Manley & Casey   April 1983 - June 1984
The Fed-Mart Corporation   December 1977 - April 1983
National Association of Securities Dealers, Inc. (NASD)   May 1976 - November 1977
General Atomic (GA Technologies, Inc.)   June 1974 - April 1976

Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Outlook, Leadership

Education
Middlesex County College
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities

Brent Anderson, CFA Brent Anderson, CFA Dallas/Fort Worth Area Details
Brent Anderson, CFA's RGT Wealth Advisors Experience June 2008 - Present
Job Senior Analyst at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors   June 2008 - Present
RGT Wealth Advisors   June 2008 - Present

Skills
Wealth Management, Portfolio Management, Strategic Financial..., Investment Management, Investment Advisory, Asset Management, Financial Modeling, Investments, Financial Analysis, Retirement Planning, Equities, Estate Planning, Financial Planners

Education
The University of Texas at Austin   2004 — 2008
BBA, Finance, Accounting

Sally Savino Sally Savino Dallas/Fort Worth Area Details
Sally Savino's RGT Wealth Advisors Experience March 2014 - Present
Job Analyst at RGT Capital Management
Industry Financial Services
Experience
RGT Wealth Advisors   March 2014 - Present
New Texas Symphony Orchestra   February 2008 - Present
SCM Advisors L.P.   August 2008 - March 2014
Music at Your Fingertips   August 2005 - May 2009
Tyco Power   2001 - 2004
Tyco Electronics - Power Systems Division   January 2001 - December 2002
Lucent Technologies  1996 - December 2000
AT&T Power Systems/Bell Labs   1995 - 1997
AT&T - Power Systems Division   1992 - 1996
AT&T Microelectronics  1988 - 1996

Skills
Product Management, Product Development, Cross-functional Team..., Telecommunications, Management, Project Management, Integration, Engineering Management, Wireless, Start-ups, Manufacturing, Product Marketing, Semiconductors, Program Management, Electrical Engineering, Electronics, Analysis, Product Lifecycle..., Six Sigma, Strategic Partnerships, Marketing Management, Business Development, Strategy, Competitive Analysis, Go-to-market Strategy, Microsoft Excel, Microsoft Office, Account Management, Financial Accounting

Education
The University of Texas at Austin   1983 — 1988
Bachelors of Science, Electrical Engineering

Joe Nolan, CFP Joe Nolan, CFP Dallas/Fort Worth Area Details
Joe Nolan, CFP's RGT Wealth Advisors Experience August 1994 - Present
Job Managing Director at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors   August 1994 - Present
Dallas Cowboys  August 1990 - August 1994
Arthur Andersen  1987 - 1990

Skills
Family Office, Strategic Financial..., Estate Planning, Financial Planners, Asset Managment, Tax Accounting, Retirement Planning, Financial Analysis, Wealth Management, Accounting, Investments, Tax, Portfolio Management, Income Tax

Education
The University of Texas at Arlington - College of Business   1984 — 1987
BBA, Accounting

The University of Texas at Austin   1983 — 1984

Charlie Brockenbush, CPA Charlie Brockenbush, CPA Dallas/Fort Worth Area Details
Charlie Brockenbush, CPA's RGT Wealth Advisors Experience July 2015 - Present
Job Staff Accountant at RGT Wealth Advisors
Industry Accounting
Experience
RGT Wealth Advisors   July 2015 - Present
PwC  September 2014 - July 2015
Lane Gorman Trubitt PLLC  September 2013 - September 2014

Education
The University of Texas at Arlington   2012 — 2013
Master of Science, Accounting, 3.818

Texas A&M University, College   2007 — 2011
Bachelor of Business Administration, Accounting

Amy Messer, RP Amy Messer, RP Orange County, California Area Details
Amy Messer, RP's RGT Wealth Advisors Experience January 2015 - Present
Job Operation Specialist at RGT Wealth Advisors | Orange County | Independent RIA | FeeOnly | Family Office
Industry Investment Management
Experience
RGT Wealth Advisors   January 2015 - Present
RGT Wealth Advisors   May 2013 - January 2015
Gondola Adventures   November 2003 - September 2006
Vowell and Jennings   May 1998 - September 2001

Skills
Management, Investments, Wealth Management, Estate Planning, Financial Analysis, Project Management, Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, Risk Management, Business Development

Education
Biola University   1996 — 1997
Biology/Biological Sciences, General

University of Northern Colorado   1993 — 1995
Biology/Biological Sciences, General

Chuck Thoele Chuck Thoele Dallas/Fort Worth Area Details
Chuck Thoele's RGT Wealth Advisors Experience February 1991 - Present
Job Managing Director at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors   February 1991 - Present

Skills
Investments, Estate Planning, Financial Advisory, Finance, Tax, Retirement Planning, Asset Management, Family Office, Insurance, Investment Advisory, Financial Planners, Wealth Management, Strategic Financial..., Portfolio Management, Investment Management

Education
The University of Texas at Arlington   1983 — 1988
Master's degree, Taxation

Indiana University   1976 — 1980
Bachelor of Science (BS), Accounting

Alexandra Weber McGowen Alexandra Weber McGowen Dallas, Texas Details
Alexandra Weber McGowen's RGT Wealth Advisors Experience November 2013 - Present
Job Financial Planner at RGT Wealth Advisors | Dallas | Independent RIA | FeeOnly | Family Office
Industry Financial Services
Experience
RGT Wealth Advisors   November 2013 - Present
Simmons & Company International  July 2012 - September 2013

Skills
Valuation, Corporate Finance, Financial Modeling, Portfolio Management, Family Office Services, Financial Planning, Financial Advisory, High Net Worth..., Wealth Management, Private Equity, Equity Research, Due Diligence, Bloomberg, Financial Analysis, Mergers & Acquisitions, Equities, Investment Banking, LBO, Capital Markets

Education
Texas A&M University   2008 — 2012
Bachelor of Business Administration (BBA), Business Honors and Finance

Highland Park High School

Carmen Germain Carmen Germain Dallas/Fort Worth Area Details
Carmen Germain's RGT Wealth Advisors Experience July 2012 - Present
Job Executive Assistant at RGT Wealth Advisors| Dallas | Independent RIA | FeeOnly | Family Office
Industry Financial Services
Experience
RGT Wealth Advisors   July 2012 - Present

Education
Brookhaven College
AAS

University of North Texas
Business Administration and Management, General

Brian Cloud, MS, CFP® Brian Cloud, MS, CFP® Dallas/Fort Worth Area Details
Brian Cloud, MS, CFP®'s RGT Wealth Advisors Experience May 2012 - Present
Job Senior Financial Planner at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors   May 2012 - Present
EDRS   April 2010 - May 2012
Seattle Mariners  June 2009 - June 2010
New York Life Insurance Company  October 2009 - March 2010

Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Asset Managment, Financial Independence..., Risk Analysis, MLB Players Association..., NFL Players Association..., Investment Management, Investments, Finance, Investment Advisory, Risk Management, Management, Financial Analysis, Portfolio Management, Personal Financial..., Due Diligence

Education
Texas Tech University   2009 — 2012
Masters of Science, Personal Financial Planning

Texas Tech University   2004 — 2009
BBA, Business Management / General Business

Kelsey Hudson Kelsey Hudson Carrollton, Texas Details
Kelsey Hudson's RGT Wealth Advisors Experience October 2014 - Present
Job Operations Specialist at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors   October 2014 - Present
Charles Schwab  July 2011 - September 2014
Wells Fargo  September 2008 - July 2011

Education
Arizona State University   2008 — 2011
Bachelor’s Degree, Multi/Interdisciplinary Studies

Trevor Bryant, CFA, CFP® Trevor Bryant, CFA, CFP® Orange County, California Area Details
Trevor Bryant, CFA, CFP®'s RGT Wealth Advisors Experience July 2013 - Present
Job Director at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors   July 2013 - Present
Barclays  November 2008 - July 2013
Bernstein Global Wealth Management  October 2006 - November 2008
Bank of America  April 2001 - December 2005

Education
University of Florida
BS, Business Administration and Management, General

Tyler Beeson, CFP, CIMA, CPWA Tyler Beeson, CFP, CIMA, CPWA Dallas/Fort Worth Area Details
Tyler Beeson, CFP, CIMA, CPWA's RGT Wealth Advisors Experience September 2015 - Present
Job Director at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors   September 2015 - Present
U.S. Trust, Bank of America Private Wealth Management   October 2000 - September 2015

Skills
Wealth Management, Asset Management, Investments, Portfolio Management, Asset Allocation, Alternative Investments, Management, Financial Planning, Equities, Mutual Funds, Fixed Income, Real Estate, Strategic Financial..., Wealth Management..., Investment Advisory, Financial Analysis, High Net Worth..., Mortgage Lending, Banking

Education
Saint Mary's College of California   2000 — 2002
MBA, Finance

University of Arizona, Eller College of Management   1995 — 1999
Bachelors, Finance

Monte Vista High School   1991 — 1995
HS Diploma, High School

Stephen Raffaele, CFA Stephen Raffaele, CFA Dallas/Fort Worth Area Details
Stephen Raffaele, CFA's RGT Wealth Advisors Experience January 2015 - Present
Job Managing Director, Chief Financial Officer & Chief Strategy Officer at RGT Wealth Advisors
Industry Banking
Experience
RGT Wealth Advisors   January 2015 - Present
MSC Asset Management, LLC   May 2014 - January 2015
The F&M Bank & Trust Company   September 2009 - May 2014
Guaranty Bank  August 2007 - August 2009
Sterling Bank  July 1999 - July 2007
Coastal Securities  January 1997 - July 1999

Education
Baylor University   1984 — 1988
BA, Business

Molly Frost, MBA/MA Molly Frost, MBA/MA Dallas/Fort Worth Area Details
Molly Frost, MBA/MA's RGT Wealth Advisors Experience January 2015 - Present
Job Analyst Investment Management at RGT Wealth Advisors | Dallas | Independent RIA | FeeOnly | Family Office
Industry Financial Services
Experience
RGT Wealth Advisors   January 2015 - Present
Robertson, Griege & Thoele   July 2013 - December 2014
Avenue B   April 2009 - December 2014
Advantage Hole In One  June 2012 - September 2012
Collectors Covey   August 2009 - June 2012
SGS Wealth Management   March 2008 - July 2009
Threesixty Events   August 2006 - February 2008

Education
Southern Methodist University - Cox School of Business   2011 — 2013
Master of Business Administration (M.B.A.), Finance, Investments

Southern Methodist University   2011 — 2013
Master of Arts Administration (M.A.)

Southern Methodist University   2005 — 2007
Bachelor of Arts, Advertising

The Hockaday School   1997 — 2003

Pamela Larkin Pamela Larkin Greater Atlanta Area Details
Pamela Larkin's RGT Wealth Advisors Experience June 2014 - Present
Job Independent Contractor at RGT Wealth Advisors| Dallas Independent RIA| FeeOnly| Family Office
Industry Financial Services
Experience
RGT Wealth Advisors   June 2014 - Present
SCM Advisors, L.P.   August 2002 - June 2014
Lucent Technologies  1990 - 2000
AT&T  1988 - 1990

Skills
Strategy, Management, Asset Management, Asset Managment, Analysis, Financial Analysis, Product Management, Microsoft Office, Business Analysis, Executive Management, Risk Management, Project Management, Telecommunications, General Awesomeness, Portfolio Management, Equities, Business Development

Education
Southern Methodist University   1984 — 1988
BS, Mechanical Engineering

Oxford University

Krista Anderson, CPA, CFP® Krista Anderson, CPA, CFP® Dallas/Fort Worth Area Details
Krista Anderson, CPA, CFP®'s RGT Wealth Advisors Experience January 2013 - Present
Job Director at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors   January 2013 - Present
Robertson, Griege & Thoele   January 2011 - December 2012
Robertson, Griege & Thoele   September 2008 - December 2010
Accuro Healthcare Solutions  February 2008 - July 2008
PricewaterhouseCoopers  January 2005 - February 2008

Skills
Real Estate Transactions, Financial Planning, Estate Planning, Retirement Planning, Insurance, Asset Management, Investment Advisory

Education
Bradley University   2001 — 2004
M.S., Accountancy

University of Mississippi   2000 — 2001

Frank Fairbanks, CPA, CFP® Frank Fairbanks, CPA, CFP® Dallas/Fort Worth Area Details
Frank Fairbanks, CPA, CFP®'s RGT Wealth Advisors Experience January 2008 - Present
Job Director at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors   January 2008 - Present
Ernst & Young  August 2005 - December 2007
Ernst & Young  June 2004 - August 2004

Skills
CPA, Certified Financial..., Strategic Financial..., Tax-planning, Risk Management, Estate Planning, Retirement Planning, Financial Analysis

Education
Oklahoma State University   2004 — 2005
Master of Science, Accounting

Oklahoma State University   2000 — 2005
Bachelor of Science, Finance

Stillwater High School   1996 — 2000

Christine Dike, RP Christine Dike, RP Orange County, California Area Details
Christine Dike, RP's RGT Wealth Advisors Experience June 2004 - Present
Job Office Manager at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors   June 2004 - Present
WTAS  June 2002 - June 2003
ARTHUR ANDERSEN (Official)   July 1992 - June 2002
Allstate Insurance Agency  February 1987 - July 1992

Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Management, Project Management, Strategic Planning

Education
Brigham Young University - Idaho   2015 — 2019
Bachelor of Science, University Studies

College for Financial Planning   2014 — 2014
Registered Paraplanner, Financial Planning and Services

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