Founded in 2012, Team RDM was created with clients in mind. Co-founders Jeff and Mark realized that a team would provide a more robust service experience and they quickly got to work constructing one. A year later they recruited Diego Montoya to complete the partnership and began working on infrastructure. With Diego’s help they hired support staff and fine-tuned their service model. Over the years, many others have joined Team RDM for differing reasons, but often the reason they remain is the same.

“I am proud of the integrity of our practice and how we’re able to help our clients navigate the many difficult decisions involved in retirement planning.”

Diego Montoya, Financial Services Executive, Wealth Management Advisor

Family is a major theme with Team RDM. They operate with great respect for one another and their clients. Actively taking each of their clients’ concerns to heart, making sure to develop and design a financial plan that best suits their clients’ needs. When a client walks through the doors of Team RDM, they’ve instantly gained a support staff for their financial needs and their life.

“I love that I can make clients happy by fulfilling their needs promptly and accurately. I always make sure I put in extra effort to give the client the best service possible.”

Gabriella Melgar, Practice Coordinator

Team RDM is where junior advisors and staff members are encouraged throughout their development process to enhance their strengths. A financial professional is only as good as their support staff, working in conjunction with each other to provide the very best in service for their clients. The trust, the collaborative atmosphere, the sense of community throughout Team RDM translates to a great work environment and results in quality service.