As part-time Assistant to Patty Gale, Jacki handles when-needed tasks - ranging from large scale mailings to arranging special events.
RG Capital’s range of specialized products and services are designed to help you accomplish your goals in your personal and business life.
We believe consistent communication and customer service allows for more transparency, a stronger relationship and an increased potential for better outcomes.
Since 2004, the RG Capital Team has worked with and educated thousands of individuals and organizations ranging from Fortune 500 companies to private clients. RG Capital advisors have been invited to share their expertise on topics which include tax policy, innovation, entrepreneurship, globalization, wealth accumulation, capital markets, tax efficiencies, legacy planning, asset protection and business/practice succession
Kalonn provides administrative and organizational support to Patty Gale and Kelly Richards. He is the primary contact in scheduling client appointments and timely review calls. He currently holds a Property & Casualty insurance license, as well as Series 7 and 66 licenses.
Stephanie conducts both brokerage and investment advisor business with clients independent of and separate from RG Capital's core list of clients. She holds Series 6, 7, 63, and 65 licenses.
Kelly brings over a decade of advising clients on financial investments, asset management, and insurance strategies. Through his recommendations and strategies, he assists clients in achieving their visions and goals. Kelly is a registered representative with Series 7, 6, 65, 63 and life and health insurance license. Registered in California insurance license: 0J07081.
Whether you’re new to planning for your financial future or a seasoned investor, you can rely on RG Capital’s expertise to answer your questions and provide the level of advice and service you need.
RG Capital team members recognize the importance of understanding your personal visions and goals surrounding your financial situation. This is an important step before aligning the most appropriate strategies, tactics, tools and services to build a plan that works for you.
As a financial services firm, we place your visions, goals, interests and concerns first. It is our mission to deliver the most customized solutions, unbiased investment advice with the highest level of personalized service.
We believe in the power of independence. Although centrally located in Phoenix, we have access to the resources of a national investment firm. Accordingly, we are not captive to any one particular financial institution. Instead, we have access to an expansive assortment of investments and planning tools. By working with our independent broker/dealer, First Allied Securities, Inc., we are free to provide you with the products, services, and guidance most beneficial to helping you achieve your personal financial goals – free of bias or conflicts of interest.
At many national brokerage firms, advisors may not have the freedom of choice. Many times, they are required to recommend what the firm tells them to “sell." Due to our independence, your personal interests will always be our primary concern.
Patty fulfills requests for information about client accounts or paperwork and makes any necessary changes. She is the assistant to Kelly Richards.
As Director of Branch Operations/Compliance, Rich is also a registered representative and investment advisor representative. Rich brings to the table over thirty years of experience in the financial industry, including branch management positions with a major wire house firm and as President/CEO of his own broker-dealer. He holds Series 4, 7, 12, 24, 27, 28, 31, 53, 63, 66, and 201 licenses.