Who We Are

Robert Bernstein who has been managing his personal money and money for family members since 2003. As a result of the 2008 Financial Crisis and his passion for helping others manage risk, Mr. Bernstein changed...

Ryan Redfern has been managing investments as a licensed financial professional since 2003.  He originally began working with Lincoln Investment Planning, helping college professors invest for...

Stephanie began her career in Financial Services in 1992 with Prudential Insurance where she obtained the Series 6 and Life Insurance licenses.  She graduated in 1994 with a Bachelor of of Business Administration in Finance and...

Lois Bernstein is responsible for financial reporting, new client onboarding and general administrative support. Prior to her role with RGB Capital Group, Lois worked for Touche Ross as a Senior Auditor, a Financial Analyst at Calmark...