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

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
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

Edna Crawford

Client Associate

520-615-4344

Experience

  • More than 17 years of experience in the financial investment and banking industry
  • Past senior relationship specialist

Education

  • Bachelor of Arts degree in psychology, Southern New Hampshire University
  • Registered NMLS #1405611

Prior community involvement

  • Sierra Club environmental activities
  • Volunteer, Teen Parent Program
  • Volunteer, Senior/Retirement
  • Board member, Boston Women in Finance

Community services

  • Volunteer, Boston Opera House
  • Volunteer, Isabella Stewart Gardner Museum

Personal

  • Strong passion for health and wellness
  • Enjoys learning new things, music, dancing, history, watching old movies and mentoring others

Ruben Valencia

Client Associate

520-615-4348

Experience

  • More than five years of experience in the financial services industry with an emphasis in small business relations and an additional four years experience in human resource consulting

Education and licenses

  • Attended the University of Arizona from 2004 to 2008, Communications

  • Previously Registered under NMLS through JP Morgan Chase Bank

Community involvement

  • Member, Rotary District of Nogales, AZ, 2018 - current

  • Member, Tucson Hispanic Chamber of Commerce, 2017 - current

  • Core Team Member at St. Thomas the Apostle Parish’s youth ministry, 2017 - current
  • Past Volunteer, Ronald McDonald House Charities of Southern Arizona, 2018-2019
  • Past Member, Phoenix Hispanic Chamber of Commerce, 2019

Personal

  • Fluent in Spanish

  • Married to his best friend, Teresa, since 2012.

  • Parents to a rainbow of Labrador Retrievers: Hershey, Toby, and 1-year-old Moses.
  • Has never lived outside of Arizona

Hobbies

  • Can be spotted at nearly every Cars & Coffee event
  • Bogey’s are his best friend
  • Is still bitter about getting runner-up in his last Raquetball finals tournament

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.