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.

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
  • Recipient of the International Who’s Who and All American Team awards in recognition of financial expertise and dedication to principles of sound investing since 1995
  • 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

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 32 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

  • Series 7, 63 and 65 securities licenses
  • 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

Personal

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

Linda ImmermanStoffers

First Vice President - Financial Advisor, Consulting Group

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

Experience

  • More than 20 years of experience in the financial industry specializing in risk analysis and comprehensive wealth planning, including tax directives and insurance solutions

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

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

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

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

  • Series 7, 9, 10 and 63 securities licenses

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

  • Series 7 and 63 securities licenses
  • 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

Community involvement

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

Personal

  • Married since 1988 with two sons, Ben and Nick, and one grandson, Jeremy
  • Enjoys ATV trail riding, hiking and gardening

Awards

  • 2013 RBC Wealth Management Annual Award of Excellence winner