Meet The Team
Founder & CEO
Rick Rummage
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.
Senior Career Consultant, Managing Director
Jim Malfatti
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”.
Senior Career Consultant, Vice President
Robbyn Paul
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.
Senior Career Consultant, Vice President
Jim Dunn
Jim joined the Rummage Group in 2021. After entering the financial services industry in 2012, Jim worked in three of the industry’s 10 channels – wirehouse, bank and independent. Utilizing this experience and expertise, Jim takes a consultative approach with his clients. The initial step is a comprehensive discovery call, as learning an FA’s practice along with its needs and goals is vital to the process. Then an appropriate, customized strategy to help his clients grow faster, make more money, and enjoy a higher quality of life is implemented. From the onset, Jim regularly engages with his clients and takes pride in The Rummage Group’s comprehensive, FA focused, hands-on approach. Jim earned his MBA from Johns Hopkins University and effectively uses his skill set to afford the best outcome for his clients.
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Senior Career Consultant, Senior Vice President
Grant Birkley
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.
Training Manager
Shannon Crews
Shannon joined The Rummage Group in early 2023 as the Training Manager. She reentered the workforce after a long career break as she focused on being a stay-at-home mom to her four wonderful children. Prior to the break, she worked in Human Resources handling training, benefits, and retirement packages. Shannon’s upbeat and bubbly personality has been a wonderful addition to the team. Running TRGs outstanding training program, she continues to find new ways to support and train our consultants to help financial advisors reach new heights! Outside of the office, she stays busy managing the schedules of four very active kids and a German Shephard. The best part of her day is supporting and cheering for her children in various sports and activities. Born and raised outside of Baltimore, she is a huge Ravens and Orioles fan.
Executive Recruiter
Carol Ku
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.
Senior Career Consultant, Managing Director
Tony Duvall
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.
Senior Career Consultant, Managing Director
Christy Howe
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.
Senior Career Consultant, Chief Growth Officer
Anna Szajna
Anna returned to her career with The Rummage Group as a Marketing Manager and quickly realized her passion is really helping all people in the financial industry and moved into a Career Consultant role. She has since expanded into the Chief Growth Officer for the firm. On any given day, she “wears many different hats” working with internal personnel, and with BOTH the Consulting and Recruiting Divisions. Her 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. Anna is originally from West Virginia and received her Business & Marketing Degree from Shepherd University. When Anna is not working hard helping clients, she is spending time with her husband, Chris, and teenage son, Ike and two dogs. They recently moved to Charlottesville VA and love trying all types of cuisines, playing golf, traveling, antique shopping, and visiting all the local wineries and breweries in the surrounding area.
Senior Career Consultant, Managing Director
Rob Withers
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.
Career Consultant
Ryan Harn
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.
Managing Director Recruiting Division
Greg Larson
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.
Executive Recruiter
Kellee Yolher
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.