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?
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We help Financial Advisors select the right firms by discovering all options (Wire House, Regional, Independent, Plug & Play, RIA, Bank, Boutique, Insurance, Discount & Hybrid).
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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.
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We take a consultative approach to Career Coaching
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All conversations are CONFIDENTIAL!
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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.
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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.
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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.
Consulting Division
Meet The Team
Rick Rummage
CEO
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.
Tony Duvall
Senior Career Consultant, Managing Director
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.
Jim Malfatti
Senior Career Consultant, Managing Director
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”.
Christy Howe
Senior Career Consultant, Managing Director
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.
Robbyn Paul
Senior Career Consultant,
Vice President
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 Szajna
Senior Career Consultant
Chief Growth Officer
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.
Rob Withers
Senior Career Consultant,
Managing Director
Prior to joining The Rummage Group in 2021, Rob spent 34 years in the Financial Services Industry, both as a successful Financial Advisor, Branch Manager and Market Leader. Over the past 20 years as a Market Leader with Wells Fargo Advisors, Rob helped 62 successful Financial Advisors find a better home for their business and their clients through joining his office(s). Rob received numerous accolades as a Top Manager including 19 years as Premier Manager with his firm and recognized as one of Wall Streets Top 100 Managers for two consecutive years by OnWallstreet magazine.
Upon retiring from Wells Fargo Advisors, Rob joined The Rummage Group because he believes that every Financial Advisor should have the knowledge and opportunity to serve their clients in an strong, supportive environment that benefits both the client and their family. Not all firms are created equal and as an Advisor’s business matures the things they need to meet their client's needs and their business needs often change. Rob’s industry knowledge and enjoyment for working with Advisors provides the right blend for helping Financial Advisors find their ideal platform.
In July of 2021, Rob and his wife Denise relocated from Richmond VA to Pine Bluff Arkansas where he also leads a Non-Profit organization helping families move from government reliance to one of self sustainability through Home Again Pine Bluff. As an active outdoorsman you will find a fellow Duck Hunter, Fly fisherman, boater and skier.
Joe Facen
Career Consultant
Joe has 11 years experience in trading currency and over 20 years in sales in various industries. His focus is on the customer and giving the best service around.
His hobbies are cooking (especially on the grill), going to music concerts, and watching kung-fu movies. Joe has three children, has been married for over 10 years, and has been with his wife for over 20 years. Spending time with family is his top priority.
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Grant Birkley
Senior Career Consultant
Prior to joining The Rummage Group, Grant spent over 25 years in the Financial Services Industry as a Financial Advisor, Hedge Fund Manager, and Senior Partner. His in-depth knowledge and first hand experience gives him a competitive advantage in helping and educating Financial Advisors. Grant’s approach is marked by his ability to listen to his clients and understand their needs to achieve their career goals.
Grant is a proud father of three and an avid golfer.
Grant Birkley
Senior Career Consultant
Prior to joining The Rummage Group, Grant spent over 25 years in the Financial Services Industry as a Financial Advisor, Hedge Fund Manager, and Senior Partner. His in-depth knowledge and first hand experience gives him a competitive advantage in helping and educating Financial Advisors. Grant’s approach is marked by his ability to listen to his clients and understand their needs to achieve their career goals.
Grant is a proud father of three and an avid golfer.
Grant Birkley
Senior Career Consultant
Prior to joining The Rummage Group, Grant spent over 25 years in the Financial Services Industry as a Financial Advisor, Hedge Fund Manager, and Senior Partner. His in-depth knowledge and first hand experience gives him a competitive advantage in helping and educating Financial Advisors. Grant’s approach is marked by his ability to listen to his clients and understand their needs to achieve their career goals.
Grant is a proud father of three and an avid golfer.
Ryan Harn
Office Manager & Career Consultant
Ryan joined The Rummage Group in early 2022 as the Office Manager and Career Consultant. He spent 15 years in the financial industry and uses this experience to serve our clients every day. He joined the team after a career break, where he focused on his large family located in Loudoun County, VA. His roles in capital markets, banking and financial planning have him well positioned to help the advisors and other financial professionals we serve. Ryan is a strong believer in The Rummage Group’s mantra of establishing relationships with an eye towards the long-term and educating clients on the options available for career advancement, and ultimately a better and more fulfilling life.
Outside of work, Ryan and his wife raise four children and an energetic goldendoodle named Winston. He’s a big-time sports fan (a true DC sports homer) and you can often find him out on the baseball field coaching his boys. Other times he’s out on the golf course, down in Blacksburg supporting the Virginia Tech Hokies, enjoying family vacations, and reading with an interest in history.
David Schloss
Career Consultant
David joined The Rummage Group experienced as a Financial Advisor and a producing Branch Manager. David is also an entrepreneur and successfully started and sold a home care agency. David utilizes his industry and personal experiences coupled with his education in psychology to create a personal and consultative experience for his clients.
David lives in Florida with his wife, daughter, and son. He enjoys playing tennis with his son and coaching his son’s basketball and flag football teams. David is also a self-proclaimed aviation junkie and is a powered paraglider pilot.
Recruiting Division
Greg Larson
Managing Director Recruiting Division
Greg heads up the Recruiting Division at the Rummage Group. Any positions paid a salary, or designated as a W-2 paid employee would be under the direction of Greg and his team at the Rummage Group. This would include positions ranging from a Customer Service Associate (CSA) to the President or CEO of a firm, usually all Operational related roles fall under the direction of the Recruiting Division.
Greg is a University of Kentucky Graduate, with a Bachelor of Science in Marketing, and an MBA. He has been involved in the executive search industry for over 20 years.
Carol Ku
Executive Recruiter
Carol joined the Rummage Group with an extensive background as an experienced sales, administrative, and management professional. Her passion is helping others and she has found her role here to be incredibly rewarding. Carol is highly involved in volunteer work, including extensively within Fairfax County Public Schools. When not working excitedly for her clients, she enjoys cooking, shopping, traveling and spending time with her husband, Michael and two children.
Kellee Yohler
Executive Recruiter
Kellee became a career consultant with the Rummage group in 2021. After spending some time in the south she returned home to be closer to family . Kellee was excited to get back to her career after staying home to raise her two boys . She signed on with The Rummage Group so she could continue doing what she loves which is helping people . She is always eager to build relationships with people and help them explore their careers . In her free time she enjoys spending time with her family , pets , and a good book when she has the time .
Steve Schulman
Executive Recruiter
Steve has many years of experience in the industry as a CFO, Operations V.P. and in a consulting capacity. He joined the Rummage Group to use his overall skill set to help professionals in the Wealth Management Industry maximize their growth, payout, take home pay and quality of life. Steve’s true loves are his family, his dog (Corgi) and golf. He’ll admit his handicap could certainly be lower, but he loves the game and interaction with friends on the course. He also likes to travel, with his favorite trip being a cruise. Steve puts value on cultivating relationships and has been a mentor to the many past employees and business associates he has worked with.”
Contact Us
Located in Purcellville, VA
Phone: (703) 435-2822
Fax: (571) 421-1088
Rick Rummage - CEO
Becci Rummage - Director of Human Resources
Anna Szajna - Senior Career Consultant, Chief Growth Officer
Rob Withers - Senior Career Consultant, Managing Director
Greg Larson - Managing Director, Recruiting Division
Ryan Harn - Office Manager & Career Consultant
Grant Birkley - Senior Career Consultant
Tony Duvall - Senior Career Consultant, Managing Director
Jim Malfatti - Senior Career Consultant, Managing Director
Christy Howe - Senior Career Consultant, Managing Director
Robbyn Paul - Senior Career Consultant,
Vice President
Joe Facen - Career Consultant
Carol Ku - Executive Recruiter
Kellee Yohler - Executive Recruiter
David Schloss - Career Consultant
Steve Schulman - Executive Recruiter