We are the "Sports Agents"™ for Financial Advisors
What Do We DO For YOU?
We help Financial Advisors select the right firms by discovering all options (Wire House, Regional, Independent, Plug & Play, RIA, Bank, Boutique, Insurance, Discount & Hybrid).
It’s our job to know all the deals on the street - as well as "The Secret Deals". We help Financial Advisors negotiate top tier deals.
We take a consultative approach to Career Coaching
All conversations are CONFIDENTIAL!
We know the pros and cons of each firm, having done over 10,000 hours of research on over 2,000 firms & 10 different models - Unbiased information.
We help advisors discover important details through our set of over 60 questions an advisor could ask when interviewing firms to avoid possible pitfalls of unknowns.
We save advisors time and frustration through our long-standing respected relationships with most firms – it’s always about the best fit that makes a successful advisor. We can get any question answered with a phone call.
Meet The Team
Tony is a Virginia native, and has been a Senior Career Consultant with The Rummage Group for over 9 years. He values the trust his clients place with him and strives to always exceed their expectations. Prior to joining The Rummage Group, Tony was a Senior loan officer in the mortgage industry where he loved helping homeowners fulfill their dreams. He loves helping his clients improve their careers and works tirelessly to that end. Outside of his career, he enjoys time with his son, dog, and the beach.
Tricia has been with The Rummage Group since October 2014. As an expert in our field and phenomenal relationship builder, she approaches each day excited to get to know clients and their business and then guide them in their careers, providing unbiased research and assistance. Although she’s lived in Virginia since 1994, Tricia is a proud “Jersey Girl” from Mt. Laurel, NJ, so you can always count on her to give it to you straight.
Tricia has been married to her husband, Mike, a PGA Golf Professional, for 22 years and together they have 18 year-old identical twin daughters. In her spare time Tricia loves to travel, play tennis, spend time at the beach and be an active part of her book club as well as volunteer in her community with LINK, the local food pantry, and Women Giving Back.
When Christy first joined The Rummage Group in 2016, she had personally been working with a financial advisor for 10 years. Her advisor helped her make sense of her late father’s estate and position her mother to live in the best possible situation, given her goals and resources. The road was long and complicated, but two years into working with her advisor, she began to appreciate the part her advisor played in helping Christy “sleep at night.”
Fast forward to The Rummage Group, and the chance to help others. The goal of our team is to offer consultative services to financial advisors. Christy’s passion is to help advisors on a personal level through discovery of each person’s unique story, much like advisors help their clients. As she gets to know each advisor, she offers authentic advice, looking at each situation against a backdrop of an industry that is in a constant state of flux.
Her unique ability to connect with others and her transparent communication skills, coupled with her prior career as a CPA and management consultant, has led to her success. Christy has helped many advisors find happiness within the industry’s ten different models. Her mission is to educate and provide career alternatives so that each advisor can achieve their individual and practice goals.
Jim has been a Senior Career Consultant with The Rummage Group for over 5 years. While his practice is located in northern Virginia, he serves clients throughout the United States. He focuses on working closely with Financial Advisors to help them reach their personal and professional goals.
Whether your goal is to grow your client base, to meet higher net worth clients or to build your own empire, his process and resources align to meet your needs. Jim’s clients benefit from a hands-on approach throughout the process in order to “filter out the noise” of the industry, which is constantly changing.
Having worked his way through the restaurant industry to become an owner, Jim appreciates the unbelievable opportunities the financial industry provides and works tirelessly for his clients. With an education and background in teaching, he imparts a subtle wisdom and knowledge to each client he serves. Jim’s mantra is that of the great, Zig Ziglar...”the more people you help, the more you help yourself”.
Robbyn has been a Senior Career Consultant with The Rummage Group for over 5 years. She started her career in the securities industry in 1994, and became a Financial Advisor at the age of 24. Before joining The Rummage Group, Robbyn worked with ING, Cetera, AIG, Woodbury Financial and a couple other boutique broker dealers. Her background gives her extensive hands on experience to help her clients achieve their career goals.
Robbyn lives in Las Vegas with her husband and son. When she’s not helping her clients she enjoys playing with her son, working out, rollerblading and various volunteer activities.
Anna returned to her career with the Rummage Group as a Marketing Manager and quickly realized her passion is helping people and moved into a Career Consultant role. Anna’s dedication to matching her clients to the perfect situation is very evident. She pulls this skill set from her 12 years as a Human Resource Director in the printing industry. Anna received her Marketing degree from Shepherd University. When Anna is not working hard helping clients, she is spending time with her husband, Chris, and middle-school aged son Ike. They love camping, traveling and visiting all the local wineries and breweries in the Virginia area.
After thirty years in the government relations and public affairs field working with natural resources and pharmaceutical industries and international joint ventures between the US and Russia, Carrie joined The Rummage Group to apply her ability to communicate important and substantive information through a consultative approach to help advisors find the best options for their careers and lives and then assist them in weighing their options according to their personal beliefs and priorities. Carrie’s knowledge base, understanding of business, and desire to help others makes her a valuable member of our Team.
Carrie earned her Bachelor of Arts from Emory University and has been an active volunteer in church programs and school STEM and Music and Arts programs and is an active member of her community in northern Virginia.
Rick Rummage is the founder and CEO of The Rummage Group. He is a nationally recognized authority on the Wealth Management and Banking Industry. Rick is an author, thought leader and frequent contributor to the industry's leading publications and educational videos.
His in-depth firsthand experience gives him a competitive advantage in the Career Consulting Industry. During his 30-year career he has hired, managed and coached thousands of financial professionals. Rick has held senior management positions and has worked as a Wealth Advisor, Private Banker, and Commercial Lender.
He has had the unique opportunity to have worked at 10 Financial Institutions via 4 mergers. Rick has worked the full spectrum from the small community bank up to one of the leading Investment Banks on Wall Street. He loves educating clients on the pros and cons of the 2000 + Broker Dealers, 10 Models and 3 different types of firms. Rick is passionate about Career Coaching, and it shows in his very direct hands on approach.