We are the "Sports Agents"™ for Financial Advisors
Who is The Rummage Group?
The Rummage Group is a unique, nationally recognized Career Consulting firm specializing in the Financial Industry. We are The “Sports Agents” ™ For Financial Advisors and we help them find the most fitting firm to meet their long-term business plans and unique goals. We have spent over 10,000 hours researching over 2,000 Financial Services companies.
The Rummage Group was founded by career veteran Rick Rummage, who is a frequent contributor to industry publications such as On Wall Street, FundFire, Wealth Management, Reuters, Registered Rep., Bank Investment Consultant, and others.
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.
Jenna Lynn has been a leader in the education field for over a decade and is passionate about educating financial advisors on the opportunities available. She strives to place financial advisors in positions and firms that drive them to do their best and that mesh with the needs of their current life situation. Jenna Lynn feels forming a relationship with her clients and understanding what makes them tick ensures a successful placement. You will find Jenna Lynn is always eager to assist her clients and is extremely organized.
Jenna Lynn enjoys family time with her three young boys and her husband, normally hiking, kayaking, and boating. Jenna Lynn also is an avid horseback rider with a need for speed and a compassionate heart for her rescues. In addition to spending time with her family and horses, she also spends her free time coordinating and cooking meals for Loudoun County Transitional Housing.
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.
Cindy is a native Washingtonian. She graduated from the University of Maryland with a Business Administration degree. Working at IBM as a Marketing Rep, and then selling new homes for NV Homes prior to being a Mom and raising her kids. Once the kids went to school, she wanted to work part time and landed at The Rummage Group for seven years. She took a break and now is BACK enjoying working as a Career Consultant.
Cindy enjoys time with her family, friends, walking the dog, Pilates, summer time, beach and kayaking on the Potomac River.
Melanie comes to The Rummage Group with over a decade of marketing experience, working her way up from an assistant in a small start up to being the Marketing Communications Executive for Northern Virginia’s leading nonprofit healthcare provider. After years of the grind, she decided it was time to gain a good amount of life experience, and personality, outside of the office by managing, serving, and bartending at local breweries in both Bluemont, VA, and Pagosa Springs, CO while tapping into her entrepreneur side and running her health and wellness lifestyle business full time.
In 2017, Melanie followed her dreams of moving out West to a small ski town in Southwest Colorado with her rescue dog, Idgie Mae. After almost three amazing years out west, she was called back home to be with family.
Melanie lives in her Blue Ridge Mountain home with her husband Doug, and enjoys frequent visits from her three teenage stepsons who live much closer now. In her free time, you can find her hiking with her pup, equestrian riding, cooking, running her wellness business, and refinishing/rebuilding vintage furniture pieces. You may also find her and her husband checking out the local craft brew and spirits scene.
Located in Purcellville VA
Phone: (703) 435-2822
Fax: (571) 421-1088
Rick Rummage - President, Career Consultant
Becci Rummage - Director of Human Resources
Anna Szajna - Senior Career Consultant
Carrie Crossfield - Career Consultant
Tony Duvall - Senior Career Consultant, Managing Director firstname.lastname@example.org
Tricia Fischer - Senior Career Consultant, Managing Director
Jim Malfatti - Senior Career Consultant,
Senior Vice President
Christy Howe - Senior Career Consultant, Vice President
Robbyn Paul - Senior Career Consultant