Executive Plaza IV, 11350 McCormick Road,
Meet the Team
RBJ Insurance & Benefits' Financial Professionals were each hand-selected and offer a unique perspective when working with our clients. While all of our Professionals excel in insurance and benefits services for individuals and businesses, like all true success, this did not happen overnight. We value Financial Professionals having differing life experience outside of pure insurance and benefits services. RBJ Financial Professionals 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 Professionals have also cut their teeth and enjoyed professional success at other Financial Advisory, Insurance and Benefits firms before joining the RBJ Team. This affords RBJ Professionals differing points of view when it comes to Group Benefits and Insurance services.
Our founders believe in routinely leveraging RBJ Professionals’ 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 Benefits and Insurance space.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Ron started working in the financial services industry in 1999. Prior to co-founding RBJ Insurance & Benefits, LLC and its parent company, RBJ Wealth Management, LLC (www.RBJWealth.com), Ron enjoyed a career with Martin/Wight & Company...
(410) 773- 8347
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...
Mike started his career in the financial services industry in 2014. Prior to joining RBJ Insurance & Benefits, LLC Mike enjoyed a career with Martin/Wight & Company, LLC. He has earned the designation of Retirement Income Certified...
Client Services Specialist
Financial Services Professional
Group Benefits & Retirement Plans
Jeff is one of leaders of RBJ Insurance & Benefits' Group Benefits and Retirement Plan Division. Jeff focuses his efforts on offering comprehensive benefit strategies for business owners, working closely with the executives and...
Plan Sponsor Support, Plan Design, Plan Compliance
Jay Boyton is one of the leaders of RBJ's Group 401(k), Executive and Employee Benefits division. Jay has been working in the Qualified Retirement area since June of 1986. During the years 1996 to 2003, Jay owned and operated a Third...
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,...
Financial Planning Support Specialist
Steve started working in the financial services industry in 2001 when he joined Martin/Wight & Company, LLC. He joined RBJ Insurance & Benefits, LLC in 2020. Steve provides comprehensive financial advisory services to help develop...