RBJ Wealth Management Advisors were each hand-selected and offer a unique perspective when working with our clients. While our Advisors excel in Financial Planning for individuals and businesses, like all true success, this did not happen overnight. We value Advisors having differing life experience outside of pure Financial Planning. RBJ Advisors have diverse backgrounds that include successful careers in large scale residential real estate development, running businesses, working in the medical space and practicing law, to name a few. The majority of our Advisors have also cut their teeth and enjoyed professional success at other Financial Advisory firms before joining the RBJ Team. This affords RBJ Advisors differing points of view when it comes to Financial Planning, Wealth Management and Insurance services to our clients.
Our founders believe in routinely leveraging RBJ Advisors’ life and business experience to allow us to better serve our clients. We consistently strive to exceed our clients’ expectations and remain a venerable firm in the Wealth Management and Insurance space.
William R. Coleman, Jr., MSM
Managing Partner
Ron started working in the financial services industry in 1999. Prior to co-founding RBJ Wealth Management, LLC, Ron enjoyed a career with Martin/Wight & Company, LLC. Ron focuses on developing financial strategies for physician, high...
Brian S. Tawney, JD*
Managing Partner
Brian works with high net worth, business owner, corporate and physician clients and their practices throughout the country, helping his clients execute appropriate financial strategies. He assists clients with their retirement plans...
Michael P. Ferris, RICP®, ChFc®
Financial Advisor
Mike started his career in the financial services industry in 2014. Prior to joining RBJ Wealth Management, LLC, Mike enjoyed a career with Martin/Wight & Company, LLC. He has earned the designation of Retirement Income Certified...
Amanda Janney-Hayman
Client Services Specialist
During her 16+ years in the Financial Services industry and as RBJ’s Client Services Specialist, Amanda focuses on business processing and exceptional customer experience and interaction. Amanda takes pride in...
Beth Lesley
Client Services Associate
Jeffrey Fountain, Sr., AIF, CFS, C(k)P
Group Benefits & Retirement Plans
Jeff is one of leaders of RBJ's Group Benefits and Retirement Plan Division. Jeff focuses his efforts on offering comprehensive benefit strategies for business owners, working closely with the executives and employees of companies and...
Joanne Sheldon
Office Manager
Kerri Moran
Administrative Assistant
Matthew Cech
Director of Investment Services
Matt started his journey in the financial services industry as a college intern with Merrill Lynch in 2009. In 2011, he joined with New York Life, gaining an understanding of Risk Management, focusing on planning for life insurance,...
Stephen Moran, ChFC®
Financial Planning Support Specialist
Steve started working in the financial services industry in 2001 when he joined Martin/Wight & Company, LLC. He joined RBJ Wealth Management, LLC in 2020. Steve provides comprehensive financial advisory services to help develop...
Victor Vyas, CFP
Financial Advisor
Victor has over 20 years of financial services industry experience. Beginning his career at MetLife, he was quickly recognized as a leader. Among many other awards and recognitions, in 2013, Victor was ranked as the #3 South-East Asian...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.