Laura Palmer, Client Service Administrator
Education: Bachelor of Arts in General Studies, University of Northern Iowa
Previous Experience: Bank of the West, Fiduciary Associate , Broadridge Financial Solutions Inc., Fiduciary Services Specialist
Laura is a client services administrator located in the Denver, CO office. Before joining Curi Capital, she worked as a Fiduciary Associate at Bank of the West in the Wealth Management trust accounts
Kobe Rudin, Senior Wealth Management Associate
Education: Bachelor of Arts Business Marketing, Trinity International University
Affiliations: Boy Scouts of America - Eagle Scout , Christ Church - High School Group Leader
Previous Experience: Preqin – Research Associate
Kobe joined RMB as a Wealth Management Associate in November 2023. Kobe enjoys interacting with clients, building the business, and helping clients hit their goals. He is also beginning work on the S
Avoid These Common Missteps to Optimize Your Roth IRA
November 16, 2023
Byline Charlie Brey, CFP®, V.P., Wealth Advisor
A Roth IRA is an effective retirement savings tool, as my colleague Michele Francisco has noted before, that provides investors with flexibility and long-term tax efficiency. You’ll get the greatest benefit out of a Roth IRA by keeping these tips in mind to avoid potential hiccups.
Catherine Roberts, Administrative Assistant
Education: MS in Education, Northwestern University
Previous Experience: 10 Talent Agency, Actor , Athletico Physical Therapy, Patient Experience Coordinator
Catherine is the Administrative Assistant for the RMB Capital Lake Forest Office. Catherine is responsible for coordinating scheduling, events, and other day-to-day office tasks.
Gaining an Investment Foothold: The Dollar-Cost Averaging Approach
September 5, 2023
Byline Janek Pedersen, CFP®, V.P., Wealth Advisor
Taking the guesswork out of how much and when to invest can help a new or anxious investor find a foothold in the markets. For these folks, a dollar-cost averaging approach can make sense. But what is dollar-cost averaging, when should it be considered, and what are some potential pitfalls of this investing tactic?
John Weber IV, Senior Wealth Management Associate
Education: BS in Business & Finance, Virginia Tech
Affiliations: Passion City Church, Community Group Team Lead, Experience Team Volunteer , Faith Christian School, Alumni Board - Founding Board Member
Previous Experience: Omega Wealth Management, Financial Planning Associate , Commodity Investing by Students (COINS), Senior Advisor, CFO
John is responsible for certain administrative and financial planning functions associated with servicing clients. He assists wealth advisors in establishing relationships with clients and is responsi
Jake Orsborn, Wealth Management Associate
Education: BSBA, Business Administration & Finance, University of Denver
Affiliations: Solich Caddie & Leadership Academy Volunteer
Previous Experience: AMG National Trust, Financial Analyst Level III , Transtar Insurance Brokers, Associate Account Executive , Lincoln Financial Advisors, Financial Services Intern
Jake works as a Wealth Management Associate at Curi Capital, where he is responsible for supporting the firm's wealth advisors in the planning process.
Lori Godding, Wealth Management Associate
Education: Bachelor of Elective Studies Focus: Communications, St. Cloud State University
Previous Experience: Brick & Batten, Client Experience Associate , Fly My Group, Senior Group Air Specialist/Project Manager
Lori joined RMB in 2023 as a Client Service Administrator. She is in the Minneapolis office and supports the advisor team as well as RMB clientele.
Shelly Carter, Senior Client Service Administrator
Education: Associate of Applied Sciences, Brown Mackie College , Associate of Applied Sciences, Southwestern Michigan College
Previous Experience: Select Rehabilitation, Therapy Program Manager , Therapy Insights, Content Development Writer
Shelly is a Client Service Administrator at Curi RMB Capital. She supports the wealth management team by completing administrative and organizational duties, such as creating and maintaining client re
Lauren Saunders, Client Service Administrator
Education: BA in International Relations and French, Skidmore College.
Previous Experience: Broadridge Financial Solutions, Client Service Specialist , Brown & Riding Insurance Services, Strategic Client Relations Associate , Northwestern Mutual, Client Relations Coordinator
Lauren joined RMB Capital in 2023 as a Client Service Administrator. Lauren has worked in financial services for more than seven years, servicing clients with both their insurance and investment needs