Richard Schaefer, AWM

Senior Vice President - Branch Director, Senior Consulting Group

520-615-4324 | Email |
520-299-3671

Experience

  • More than 35 years of experience in the financial industry, specializing in individual portfolio development and management

Education and licenses

  • Bachelor of Science in business administration from University of Arizona
  • Series 7, 8, 31, 63 and 66 securities licenses
  • Insurance licensed
  • Accredited Wealth Manager (AWM) designation
  • Registered under NMLS#1631993 through City National Bank

Recognition

  • Chairman’s, President’s or Director’s Council Award recipient since 1994
  • Dick McFarland Volunteer of the Year Award recipient for the RBC Wealth Management employees who made the most outstanding contributions to their community – 2003
  • The Spirit of Philanthropy award for dedication to philanthropic issues – 2006
  • The Dynamic Duo award for extensive community service – 2008
  • Father of the Year – Community of Tucson award – 2006
  • RBC Global Citizen Award – 2017

Community involvement

  • President of board of directors, St. Augustine High School – 2008 - current
  • Chairman of the Pima County Board of Adjustments – 1994 - current
  • Commissioner, Pima County Commission on Trial Court Judges – 2002 - current
  • Steele Children’s Research Center, board member – 1990 - 2002
  • Tucson Medical Center Audit and Oversight Committee – 2000 - current
  • Founding member of the Father’s Day Council – Tucson – 1994 - current
  • Tucson Museum of Art – Trustee – 2016 - current
  • Ronald McDonald House Charities of Southern Arizona – Development Committee member – 2017 - current
  • JobPath board member – 2004 - current
  • Honorary board member of Tucson Ladies Council (TLC) – 2004 - current
  • Sonoran Institute, board of directors
  • Sonoran Institute — 2018 – current, Chair, Finance Committee

Personal

  • Richard and his wife, Stella, are both third generation residents of Tucson and they have two sons and one grandson
  • Achieved fifth-degree Master Black Belt in Tae Kwon Do and instructor
  • Richard’s great-grandmother arrived in Tucson in a covered wagon

Robert Present

Senior Vice President - Financial Advisor, Consulting Group

520-615-4338 | Email |
888-632-7461

Experience

  • More than 35 years of experience in the financial industry, specializing in the analysis of money manager styles and performance
  • A founding member of RBC Wealth Management’s Investment Advisory Group
  • Published in the Tucson Citizen

Education and licenses

  • Has passed the Series 7, 63 and 65 securities exams
  • Insurance licensed
  • Registered under NMLS#1631990 through City National Bank

Recognitions

  • President’s Council award recipient since 1998
  • Man of the Year, Jewish Community of Tucson, Arizona – 2000
  • Featured in the premier Financial Advisor magazine, Registered
    Representative
    , in 1998
  • Father of the Year – Community of Tucson – 2008

Community involvement

  • Established a mentoring program for University of Arizona Native American students majoring in finance
  • Past president of the Jewish Federation of Southern Arizona
  • Federation campaign chairman in 2000 and 2001 of the Jewish Federation of Southern Arizona, responsible for raising $3 million each year
  • 2003 President of his synagogue, Congregation Anshei Israel
  • Past president and founder – Steven M. Gootter Foundation, responsible for raising $2 million to fund an endowed chair position at the University of Arizona Sarver Heart Center
  • Board member of Arizona Sonora Museum 
  • Advisory Council for the Judaic Studies Department at the University of Arizona

Personal

  • Bobby is a third generation resident of Tucson
  • Bobby and his wife, Deborah Oseran, have three children: Naomi (Joshua), Joshua
    (Missy), and Claire (Cameron), and six grandchildren: Lena Joy, Harry, Jack,
    Fiona, Aaron and Josie

Linda ImmermanStoffers

First Vice President - Financial Advisor, Consulting Group

520-615-4306 | Email |
520-299-3671

Experience

  • More than 21 years of experience in the financial industry specializing in risk
    analysis and comprehensive wealth planning, including tax directives and
    insurance solutions

Education and licenses

  • Has passed the Series 7, 63 and 65 securities exams
  • Life, disability, health and variable annuity licenses for numerous states
  • Registered under NMLS#1633756 through City National Bank

Recognition

  • Featured in Registered Representative premiere magazine, in 1999
  • Gala co-chair, Jewish Family & Children’s Service, 1999
  • Gala Chair, Tucson Heart Ball, 2004
  • Tucson Remarkable Mom – 2005
  • Co-Chair, 2019 Women’s Foundation Luncheon

Community involvement

  • Trustee – Women's Foundation of Southern Arizona
  • Board Member – El Rio Health Center Foundation
  • Former chair and executive board member — Old Pueblo Division Board of Directors, American Heart Association
  • Former executive board member — Southern Arizona American Red Cross
  • Former executive board member — Jewish Family & Children’s Service
  • Former Southern Arizona Leadership Council – Alzheimer’s Association
  • Member, Finance Committee — El Rio Health Center Foundation

Personal

  • Linda and her husband, Bill, are proud parents to five daughters and eight grandchildren

Gustavo Corte

Financial Advisor

520-615-4318 | Email

Experience

  • More than four years of experience in the financial services industry with a focus on developing new client relationships and all areas of wealth management

Education and Licenses

  • Bachelor of Science in Business Administration, The University of Arizona, Eller College of Management
  • FINRA Series 7 Securities License
  • FINRA Series 66 Securities License
  • State of Arizona Life, Health, Disability, and Long-Term Care Insurance Licenses
  • Registered under NMLS#1389695 through City National Bank

Community Involvement

  • Board Member, Tucson Young Professionals
  • Junior Board Member, Big Brothers Big Sisters of Tucson
  • Member, Tucson Metro Chamber of Commerce
  • Member, Tucson Hispanic Chamber of Commerce
  • Member, Fresh Produce Association of the Americas
  • Volunteer, Arizona Technology Council
  • Volunteer, Junior Achievement of Southern Arizona

Personal

  • Fluent in Spanish
  • Tucson, AZ resident for 13 years
  • Dog father of Enzo and Asher — Miniature Pinschers

Hobbies

  • Classic Car Restoration
  • Golfing
  • Boating

Sandy Zimberoff

Branch Service Mgr/Sr Registered Client Assoc

520-615-4349 | Email
520-299-3671

Experience

  • More than 30 years of experience in the securities industry
  • Saving and loan industry teller working her way up to retirement plan representative

Education and licenses

  • Has passed the Series 7, 9, 10 and 63 securities exams

Recognitions

  • 2018 RBC Wealth Management Quarterly Award of Excellence winner

Community involvement

  • Past board member of Sisterhood at her synagogue
  • Past secretary of the Tucson Chapter of the Model A Ford Club of America
  • Past board member of the Tucson Chapter of the Father’s Day Council
  • Walk to benefit Steele Memorial Children’s Hospital Research to find a cure for juvenile diabetes

Personal

  • Married since 1984 with one child
  • Enjoys gardening, cooking, quilting, stamping and any craft that catches her eye

Deanna Jones

Senior Registered Client Associate

520-615-4348 | Email
520-299-3671

Experience

  • More than 27 years of experience in the securities industry
  • Client associate and operations manager at Prudential Securities
  • Retirement plan operations manager at Home Federal Savings
  • Pima Savings retirement plan manager

Education and licenses

  • Has passed the Series 7 and 63 securities exams
  • Arizona insurance licensed

Community involvement

  • Past president, vice president and treasurer of her church ladies mission group
  • Volunteer at Desert Christian High School

Personal

  • Married since 1983 with two children and three grandchildren
  • Enjoys hiking, drag racing, collecting antiques, crochet and making jewelry

Tammy Sandoval

Senior Client Associate

520-615-4369 | Email
520-299-3671

Experience

  • More than 29 years of experience in the securities industry
  • Past senior branch operations associate

Recognitions

  • 2013 RBC Wealth Management Annual Award of Excellence winner

Community involvement

  • Volunteer Catholic Youth Services
  • Past treasurer of local youth sports organization

Personal

  • Married since 1978 with one child and three grandsons: Jeremy,
    Noah and Landon
  • Enjoys ATV trail riding, hiking and gardening

Our team 

We strive to deliver the highest possible standard of professional service and are dedicated to providing our clients and prospects a high level of expertise. We will be there to help define and navigate your future while providing ongoing stewardship and advice along with the exceptional service you deserve.