Our Mission

R.B. Gold & Associates, LTD. is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and preserve our clients’ wealth by delivering an unprecedented level of personalized service and professional advice.

Our Mission: Provide our clients with the ability to achieve their financial goals and objectives, both business and personal, by leveraging our knowledge and experience in an environment that reflects integrity, intentionality, and transparency.

Our Philosophy

With 123 years of combined experience, our team-approach is a collaborative and dynamic process driven by your goals and objectives.

Leveraging independent research & analysis, our process incorporates:

Proprietary White Paper publications
Market Analysis Software & Technology
Weekly Investment Committee Meetings
Market and economic focused discussions with Portfolio Managers, Investment Specialists, & Economists.

Our firm is structured to provide for the future generations of clients’ needs and well-being, addressing both continuity and succession.

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Steven Lichtblau, ChFC

Chief Investment Officer, Director of Wealth Management

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Steven Lichtblau, ChFC

CIO, DIRECTOR OF WEALTH MANAGEMENT

Steve began working in the financial planning industry in 1985. His clients include business owners and professionals with a variety of financial planning issues. Steve is involved in his community in a number of capacities, ranging from boards and commissions to coaching youth sports. He graduated from the University of Wisconsin in 1977 with a degree in Economics and Psychology and is a Chartered Financial Consultant® (PACE). Steve holds Series 7, 24 & 63 registrations with FINRA. He has lived in AZ since 1981. He and his wife have two boys.

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Michael Walling

Director of Corporate Finance

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Michael Walling

Michael came to R.B. Gold & Associates, Ltd. In 1993 and manages the firms Business Succession Planning Department. Over the past fifteen years Michael has been involved in numerous transactions ranging in size from $2 Million to $90 million. Michael has a successful track record working on dispositions, acquisitions, recapitalizations, management buy-outs and structured growth equity and debt. He has worked on transactions with public companies, institutional private equity groups and high net worth individuals. Mike graduated from the University of Arizona and holds Series 7, 63 & 65 registrations with FINRA. Mike was recognized as an Honorary Commander at Luke Air Force Base (LUF) from 2014 to 2016, and participates as a member of the Blue Blazer Squadron-Charlie Class at LUF. He and his wife have four children.

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Roy Schieffer

Director of Wealth Management

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Roy Schieffer, CFP

DIRECTOR OF INSURANCE

Roy has been bringing innovative wealth management strategies to successful business owners and individuals since 1973. He has worked with many businesses in the design and execution of their succession or exit strategies. Roy’s advanced knowledge of the life insurance marketplace enables him to be creative in solving some very difficult problems a business may face. He graduated from the University of Phoenix with a degree in Business Administration and is a Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU). Roy holds Series 7, 24 & 65 registrations with FINRA. In addition to his Scottsdale Office he also has clients in the Denver area having opened an office there in 2010. Roy and his wife have three children and four grandchildren.

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Christopher Gee

VP of Corporate Finance

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Christopher Gee

VP OF CORPORATE FINANCE

Christopher is a graduate of Arizona State University; having attended the W.P. Carey School of business and Barrett Honors College. He holds two degrees combining a Bachelor of Science in Economics and a Bachelor of Arts in Chinese Language. Christopher spent 2 years living abroad in Beijing, PRC allowing the unique opportunity to experience life and business as a foreign resident. A Valley native, Christopher began his career in the financial services industry with R.B. Gold in the fall of 2011 and holds series 7 and 66 registrations with FINRA.

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C. Tyler Walling

VP of Wealth Management

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C. Tyler Walling

VP OF WEALTH MANAGEMENT

Tyler came to R.B. Gold & Associates, Ltd. in the spring of 2016 after working at Morgan Stanley within both the Private Bank and Wealth Management Divisions. Tyler is well versed in liability management and helps his clients navigate through the complexities of financial planning. Tyler holds a Bachelor of Science degree in Business Economics from the Eller College of Management at the University of Arizona as well as Series 7 and 66 registrations from FINRA and Arizona insurance license. He is very involved with his church. Tyler and his wife Paris live in Scottsdale with their two children.

Tyler Walling - Brokercheck

Tim Sperling

VP of Business Development, Corporate Finance

Tim works in the firm’s Investment Banking Division as VP of Business Development, Corporate Finance with an emphasis on the firm’s Employee Stock Option Plan (ESOP) business. He holds both a Business Degree and Law Degree from the University of British Columbia, Series 65 registration with FINRA and is a retired member of the State Bar of Arizona. After a distinguished legal career of 23 years as a practicing attorney and partner at a Vancouver based firm established in 1937, Tim provided business development and other professional services to corporate clients in real estate technology, construction, IT services and biotech sectors involving strategic introductions, capital raises and contractual and liability disputes. Tim is an avid sportsman playing weekly in a hockey league at the Scottsdale Ice Den and enjoys golf, bike riding and weight training. Tim and his wife Kitsie are proud parents and grandparents, and volunteer at their church where he helps teens with Special Needs.