PROFESSIONAL

As RMG’s founder, Rob holds various roles in the firm. He oversees the practice’s operations and economic health, but his primary objective is to build financial plans that help others align their values with tangible goals. He walks side-by-side with clients, acting as a sounding board and wise counsel for major financial decisions. He loves the opportunity to build relationships with all kinds of people, whether someone is just starting out or managing a highly successful business—because he knows that comprehensive financial planning can improve anyone’s future. He loves knowing that his work makes a difference in the lives of others, and his greatest joy is seeing his clients achieve their goals and experience more fulfilling lives.

While he enjoys partnering with all kinds of people, Rob’s highly collaborative approach makes him a great fit for fellow financial professionals, and his background in Division 1 baseball gives him unique insight into the world of professional athletes. He understands the level of dedication, passion, and tenacity required to maintain such a career, and he enjoys helping athletes apply those same principles to their financial lives.

Rob has been recognized by Forbes multiple times; in 2023, he was named a Best-In-State Wealth Advisor for the second year in a row. In 2022, he was named both a Best-In-State Wealth Advisor and a Best-In-State Top Next-Gen Wealth Advisor. He was also a Top Next-Gen Wealth Advisor on Forbes’ 2021 list. He has been a member of the Million Dollar Round Table since 2010 and has been Top of the Table since 2016. He is also a member of the National Association of Insurance and Financial Advisors.

CFP® Board Profile

EDUCATION & BACKGROUND

Since Rob was ten years old, he knew he wanted to run his own business. It was around that time that his father quit his corporate job and opened a seafood restaurant (despite having no experience in the seafood industry). Rob watched him work tirelessly, and he often accompanied his dad to the docks to buy seafood at four in the morning. Rob admired his dad’s entrepreneurial spirit, and he learned valuable lessons during those years about tenacity and passion.

Those values grew in merit during Rob’s college years, when he played Division 1 baseball for Sacred Heart University in Fairfield, Connecticut. During that time, he studied for a dual major in finance and sports management. During his junior year, he interned with Northwestern Mutual, and just one year later, he started his own financial practice. Today, he loves working with fellow athletes, other professionals, and business owners and helping them optimize their financial opportunities.

COMMUNITY INVOLVEMENT

Rob is an active member of his church, Evangel Assembly of God, and he’s passionate about the mission work they do in partnership with organizations like Convoy of Hope. He has been to Puerto Rico and Haiti, where he and other volunteers worked to help build houses, provide medical care, and assist in orphanages. Rob is also a Trustee and board member at his church.

PERSONAL LIFE

Rob and his family live in Wilbraham, Massachusetts, and they love getting to experience all four seasons amidst a tight-knit community where everyone seems to know each other. He and his wife Emily met in high school during a Model UN conference and married in 2010. They have two daughters, Maddy and Makenna, and together they enjoy camping in MA and traveling to the White Mountains in New Hampshire (although unlike Sharon’s family, they prefer to “glamp” in a camper with air conditioning and electricity hookups).

Their family loves spending time outdoors, and they have a small “farm” complete with two dogs (a Mastiff named Memphis and a Great Dane named Milo), three cats (Maggie, Mandy, and Max), three bunnies, a massive vegetable garden, and a small fruit-tree orchard.

PROFESSIONAL

Sharon works closely with our clients to help them manage all aspects of their financial house. As an advisor with a long history in the financial industry, she offers full-scale planning with a specific focus on client education. She knows that with knowledge comes power, and she helps others identify specific risks, opportunities, and areas of their financial world that need attention. She wants clients to feel confident that they’ve addressed every conceivable thing that could affect their wealth and their future. With her hands-on, educational approach, she’s a master at helping others clarify their vision of success and take decisive action toward their goals.

Sharon especially loves working with women and empowering them to take charge of their financial house. She becomes a collaborative partner, helping them build specific, intentional plans so they can live their best lives. She recognizes the importance of financial literacy and truly owning one’s future, and she feels privileged to partner with hardworking women who are ready to roll up their sleeves and make positive, powerful changes.

EDUCATION & BACKGROUND

Sharon started her financial career at a bank, where she gained experience at their foreign-currency trading desk and in the trust department. As a self-proclaimed “math nerd,” she fell in love with the process and started her first investment practice at age 24. She took leave to raise her children and returned to the industry in 2009. She later met Rob in 2013, and she has been a partner in his practice since 2014.

Sharon earned her bachelor’s degree in business administration and economics at the University of Kentucky, and she has her Series 7, 66, and Life & Health licenses.

COMMUNITY INVOLVEMENT

Sharon has a deep love for her community and its large population of underserved children and families. As a board member of her neighborhood association, she helps recruit members for fundraising efforts and organizes several events throughout the year. In the fall, she arranges a backpack drive to collect gloves and coats for the kids in her neighborhood, and in the summer, she hosts a book drive where she and her fellow volunteers pass out books to children as they walk home on the last day of school.

Sharon also volunteers for the American Cancer Society, and every year, her family participates in the Walk to End Alzheimer’s.

PERSONAL LIFE

Sharon and her husband live in Springfield, Massachusetts, the birthplace of basketball and hometown of Dr. Seuss. Given her alma mater and current place of residence, she thinks it’s only practical that she loves basketball, and she’s proud to say that she lives in the very neighborhood where Dr. Seuss grew up—which to her, feels appropriate, given her love for reading. (Fun fact: the first book she ever checked out at a library was Oh, the Places You’ll Go.)

PROFESSIONAL

Garrick partners with clients and helps them develop comprehensive financial plans that give them peace about the future. His mission is to empower others with education and insight, and he builds strong relationships with clients so they don’t worry about walking their financial journey alone. He becomes the quarterback of their plan, taking a hands-on approach to managing their wealth and bringing together all the pieces of their financial world. From a client’s first meeting to their tenth annual review and beyond, Garrick is there, educating them and helping them prioritize the things that matter most. Whether he’s helping with business planning, employer benefits implementation, or college planning, his goal is to give clients the ability to do everything they want in life—not just financially, but also personally and professionally, like spending more time with family or getting involved in their community.

Garrick is also our firm’s lead investment manager, and in addition to providing personalized financial planning, he oversees our practice’s portfolio management, conducts ongoing research and analyses, and acts as a liaison for valuable relationships that support our investment services.

EDUCATION & BACKGROUND

Garrick began his financial career in 2013 during his senior year of college, when he completed an internship with Northwestern Mutual. At the time, he was earning his bachelor’s degree in business with a concentration in finance, and he was interested in a career where he could build real relationships with people. After graduation, he interviewed with several financial firms, but none of them had the comprehensive planning focus he had experienced at Northwestern Mutual and that he desired for his own career. When he learned Rob was looking for a partner at his firm, he joined his team and has been helping clients develop personalized, comprehensive financial plans ever since.

Garrick has his Series 7, 66, 63, and Life, Accident, and Health licenses.

PERSONAL LIFE

Garrick and his wife Jessica live in Holden, Massachusetts, and they enjoy being close to Worcester as well as more quaint, rural areas. They are both self-proclaimed foodies, and they love exploring local breweries, wineries, and restaurants together (Garrick highly recommends Russo Italian Restaurant in Worcester and Wormtown Brewery for folks who enjoy live music). They also enjoy hiking, traveling the Northeast, and spending time at Jessica’s parent’s house in Cape Cod. Right now, they have an “only child”—their (very spoiled) mutt mix, Cooper, but he’s preparing to become a big brother to the couple’s first baby girl in March of 2023.

In his free time, Garrick also likes to attend different sporting events and support local New England teams.

PROFESSIONAL

Frank helps people manage their money confidently by teaching them about their wealth and establishing transparent, trusting relationships. He gets to know his clients personally, and he makes himself readily available so they know they always have someone they can rely on for financial guidance and support. He sees himself as a source of security for his clients, and his goal is to tailor the planning process to meet their individual comfort levels. Whether someone is a longtime client or just learning about RMG, he wants them to walk away from their time together with more knowledge than they came with, feeling more certain than before about their financial situation.

Frank focuses heavily on education and continuity between family members; he believes it is vital to teach clients and the significant people in their lives about their financial situations. He keeps their best interest at heart, and he works hard to protect them and support them on their financial journey.

EDUCATION & BACKGROUND

Frank earned his bachelor’s degree in finance from Merrimack College, where he was an All-American baseball player. He later spent four years playing for the Baltimore Orioles, during which time he observed the relationships his fellow athletes had with their financial advisors. When Frank retired from baseball, he met with Rob, with whom he had completed an internship during college. After learning more about his practice and team, Frank recognized the unique value RMG offered and officially joined the practice as an associate wealth management advisor in 2019.

Today, Frank enjoys working with fellow athletes and helping them maximize their unique opportunities. He appreciates how his time as a baseball player taught him about work ethic, managing setbacks, and showing up wholeheartedly during both good and bad times. Frank has his Series 7, Series 63, and licenses in accident and health or sickness, life, variable life, and variable annuity products.

PERSONAL LIFE

Frank has lived his entire life in western Massachusetts, and he maintains a close-knit group of friends from the area. He and his younger brother (a professional hockey player who currently lives in Europe) are still close with two neighborhood friends Frank has known since he was five years old. His parents, who are active professionals in the community, still live in Frank’s childhood home, and his brother lives with him when he’s in the States. Frank truly believes in the phrase, “home is where the heart is,” and he feels blessed to be part of such a tight community.

In his free time, Frank loves to stay active and spend time outdoors. He had several surgeries that cut short his baseball career, and after each one, he set a goal to return better and stronger than before. He maintains that mindset today, working hard to stay active and healthy, whether he’s golfing with friends on the weekends or out fishing.

Barry is the Director of Business Development at RMG Wealth Management Group. Barry joined the team in 2020 after an eight year career as a professional hockey player. His experience as a professional athlete makes him an excellent point of contact for other professional athletes.

Barry holds his licenses in Accident and Health or Sickness, Life. He graduated from Boston College with a Bachelor of Arts in Communication. Barry was an All-American Hockey player at Boston College and won two National Championships in 2010 and 2012. Barry played professionally for eight years in the Washington Capitals, Nashville Predators, Anaheim Ducks and New York Islanders organizations.

Barry and his wife Miranda reside in Ludlow, Massachusetts with their goldendoodle, Otto. When he is not working, Barry is coaching hockey or playing golf. Barry is an avid sports fan; he enjoys watching all the major sports.

Sarah wears many hats in our firm; with eleven years of industry experience (most of which have been with RMG), she possesses extensive knowledge about every area of our practice. As such, she supports our team in a variety of ways, including answering client questions, managing advisors’ schedules, servicing 401(k) plans, and proactively staying in touch with our clients. She’s fully licensed and well-versed in both insurance planning and investment management, and she oversees the estate planning branch of our practice. Sarah holds her Series 7, Series 6, Series 63, and licenses in Life, Variable Life, and Variable Annuity Products and has her Associate of Science Degree in Business Administration. We also rely on Sarah to regularly research, test, and implement new technologies in our practice so we can provide the best, most efficient service for clients.

Most importantly, though, Sarah is a passionate and relentless advocate. She continually goes the extra mile to serve our clients, and her primary goal is to ensure the people around her feel heard, understood, and cared for.

Sarah resides in West Springfield, Massachusetts with her two children, Madilyn and Brayden. In her free time, Sarah enjoys being with her family, traveling, doing DIY projects around the house, and in general, solving problems.

Ainsley is the Director of Investment Operations and an Associate Wealth Management Advisor at RMG Wealth Management Group. Joining the team in 2020, she is responsible for managing investment operations and being the central point of contact for investment account service for clients. Ainsley assists in the creation and implementation of wealth management plans.

Ainsley holds her Series 7, Series 63, and licenses in Accident and Health or Sickness, Life, Variable Life and Variable Annuity Products. Ainsley graduated with a Master of Science in Accounting from Southern New Hampshire University and graduated from the honors program at Franklin Pierce University with a Bachelor of Science in Accounting and Finance with dual minors in Management and Political Science.

Ainsley resides in Wilbraham, Massachusetts with her boyfriend Jack. When she is not working, she enjoys spending time outside golfing and exploring. Ainsley also enjoys baking and spending time with her family.

Emina started with us in 2023. As the main contact for investment-related requests, she is responsible for managing investment operations, ensuring that all requests are handled efficiently and accurately, and that clients receive the best possible service. She graduated from the University of Saint Joseph with a Bachelor of Science in biology, and has her FINRA Series 6, Series 63, and Series 26.

In her free time, Emina enjoys spending time with her husband and son in their Wethersfield, Connecticut, home. They love to engage in outdoor activities such as hiking, swimming, and family picnics.

Valerie is the Lead Financial Plan Analyst. She joined the team in 2021 after a 25-year career with Northwestern Mutual. Valerie is a responsible for comprehensive financial planning, analysis, and execution.

Valerie holds the Chartered Life Underwriter (CLU®) designation, and holds her Series 6, Series 63, and licenses in Accident and Health or Sickness, Life, Variable Life and Variable Annuity Products. Valerie studied General Business at Southern New Hampshire University.

Valerie resides in Wilbraham, Massachusetts with her husband and two sons. When not working, she enjoys spending time hiking, doing yoga, and being with family and friends.

Suzanne has been with Northwestern Mutual since 1994, and she has a knack for simplifying the often-complex process of applying for insurance. She’s responsible for maintaining and submitting all insurance applications and service requests within our firm, following up with underwriters and clients to ensure all underwriting requirements are satisfied, and in general, ensuring all insurance related requests are managed with excellence. With her ample experience and natural desire to serve, Suzanne makes the process of applying for insurance simple, convenient, and stress-free for our clients.

Suzanne treasures her family and friends, and one of her favorite parts of the day is being welcomed home by her “sweetheart,” Marty, and their two rescue beagles, Katie and Olivia. She likes to unplug by escaping to the outdoors, whether she’s relaxing by a campfire, kayaking, fishing, reading, or exploring New England. She believes in living life to the fullest, and she is determined to visit as many National Parks as she can during her lifetime.

Peter is an Associate Financial Representative at RMG Wealth Management Group. Peter is a client relationship manager and is a professional hockey player, giving him excellent knowledge to aid other athletes with their finances. Peter joined the team in June 2019. Peter holds his Series 7, Series 63, and licenses in Accident and Health or Sickness, Life, Variable Life and Variable Annuity Products. Peter graduated from the College of the Holy Cross with a Bachelor of Science in Economics. Peter played hockey four seasons at the College of the Holy Cross. At Holy Cross, Peter was the Assistant Captain of the Hockey team.

Peter resides in Springfield, Massachusetts and enjoys spending time outside fishing, hunting, gardening, and cooking.

Muriel is a Client Relations Manager for RMG. Working in the industry with her husband John for many years, Muriel has long time experience providing customer service and doing administration work. She serves as a liaison with our clients by booking appointments, providing guidance, and maintaining relationships. Muriel’s experience and personality make her a great link and asset when it comes to ensuring that our clients get the attention that they deserve.

Outside of work Muriel spends most of her free time doing outdoor activities with her husband John. Residents of Wilbraham, they enjoy golfing and skiing, traveling around the globe to ski the top mountains in the world. When she is home, she typically spends time reading or with her granddaughter.

Emily is RMG’s Office Coordinator. Responsible for a wide range of administrative services and technology support, Emily ensures that the day-to-day operation runs smoothly. Emily’s role is critical to making sure all of the interoffice operations are taken care of, which allows the rest of our team to focus all of their attention to providing the highest standard of service to our clients. A Springfield College Graduate, Emily holds her B.A. in Psychology.

Born and raised in Lenox, Massachusetts, Emily currently resides in Wilbraham, MA with her husband Rob and two girls, Maddy and Makenna. Outside of the office Emily loves spending time with her family. She also is a member of the Evangel Assembly of God Church in Wilbraham, where she volunteers with the Women’s Ministry program. On top of that, she just completed two terms as the President of the Wilbraham Children’s Museum, where she has spent the last five years volunteering.

Cass joined our team in 2023, and she supports our investment operations by opening new accounts, transferring assets, and in general, taking care of client requests in a meticulous, timely manner.

Outside of work, Cass loves spending time outdoors, indulging in activities like hiking, biking, and kayaking. During her downtime, she also nurtures her passion for the arts by participating in life-drawing classes.