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Company Name - City, State

9711 Washingtonian Boulevard Suite 420 Gaithersburg, MD 20878

TEL.301-948-4411

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Walt is the Founder and Senior Advisor of (k)RPG Advisors, LLC based out of Gaithersburg, MD. As a 27 year veteran of the financial services industry, he has been dedicated to assisting retirement plan participants in their quest to...

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Tommy Tavenner, CFP®, AIF® clients include both Corporate Retirement Plans as well as individuals who rely on him for Financial Planning & Wealth Management

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Upon graduating in 1996 from Curry College, a private liberal arts college located in Massachusetts, Howard began his career in the financial services industry with an independent CFP/CPA in Kensington, Maryland. This position...

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Greg Underhill

Director of Operations

301-948-4411 x103

301-948-4416

As Director of Operations Greg is tasked with leveraging his technical acumen, extensive academic background, and understanding of the financial services industry to support and refine the systems in place at kRPG...

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Arielle joined (k)RPG as a member of our client services team after transitioning from a career in residential real estate. The importance of attention to detail, warm customer service and determination is critical in both the real...

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Claude is the head of our Risk Management Department. The purpose of adding this department to our firm is to assist our clients in the areas of personal and corporate life insurance, insurance for estate planning and other risk...

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Jim Brodsky has been involved with the financial services industry for over thirty years serving as legal counsel to multiple employer pension and 401k plans and as the Secretary to the Trustees of those plans. He also uses those same...

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