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Team

Meet RDM Financial Group. We’re here to do the best work of our lives with future-focused clients like you. Our group comprises a highly experienced, multi-disciplinary team of financial, tax, trust, investment and administrative professionals.

Everyone at RDM is united by our concierge-level service platform and driven by our core mission. We’re actively building strong relationships between our clients and their financial futures.

Our team has broad knowledge and deep experience in wealth management. Many of us come from the institutional divisions of major brokerage firms. Our areas of proficiency include taxes, financial planning, risk management analysis, financial analysis, experience in family office needs, and decades of astute financial administration.

CLU®, ChFC®, CASL®, CFP®
Managing Director

MBA®, CIMC®
Executive Director

CPA, PFS, CFP®
Executive Director

Executive Director

Executive Director

CFP®, CFA®, FRM
Executive Director

Executive Director

Director, Operations & Administration

Office Manager

Director

Director

Client Service Associate

Contact Us

Let's get acquainted

10 Wright St. 1st Floor
Westport, CT 06880

Office: (203) 255-0222
Fax: (203) 255-5333
Toll free: (800) 899-3219

6501 Congress Avenue
Boca Raton , FL 33487

Office: (561) 393-8500
Toll free: (800) 899-3219

300 Madison Ave, 19th Floor
New York, NY 10017

Office: (212) 682-2200

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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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