ABOUT US

Financial Mentorship for Your Retirement Journey.

We’re the Fiduciaries Who Get Federal Retirement

And this is our promise to you:

Sound guidance built around you

We believe one-size-fits-all planning fits no one. But a look-at-it-from-all-angles plan that’s grounded in wisdom (with a dash of creative thinking)? That’s what makes the real difference in your journey to and through retirement.

No cheap talk or sales pitches

When you’re already feeling overwhelmed by options, the last thing you need is pressure to buy ill-fitting products. We’re not salesmen. We’re dedicated to making your life easier as retirement approaches.

Open communication, always

Clients come to us about anything involving a dollar sign. We keep the lines of communication open, always, because we understand the weight that falls on every decision in the years leading into retirement.

Dedication that might be hard to find

Helping federal employees love retirement is what we do, and that’s it. We choose to focus our energy on serving you to the best of our abilities, with a deep level of federal benefits knowledge we know not every professional can provide.

Getting Retirement Right Is Too Important

to navigate the twists and turns of your retirement journey alone

“I never thought I’d work with a financial advisor.”

It’s something clients often say soon after getting in touch with us.

But as retirement draws closer, the complexities only seem to multiply. Now, they face questions they don’t feel comfortable answering alone.

Transforming the wealth you’ve built across your career takes ongoing coordination and long-term perspective. At RMG Advisors, our partnership brings to the table a deep understanding of your existing resources, FERS benefits, TSP savings, changing tax laws, and everything else needed to create a sound financial foundation for retirement.

OUR LEADERSHIP & SUPPORT

Meet The Team

Jamie Lapin, CFP®, CDFA®
Private Wealth Advisor
Get to know Jamie

Jamie Lapin, CFP®, CDFA®
Private Wealth Advisor

Jamie has spent her career on the cutting edge of the financial services industry. One of the first advisors to earn the Certified Financial Planner designation, she’s been helping clients make rational and responsible financial decisions for many years. Jamie knows first hand that a financial plan includes much more than a portfolio: in the “sandwich generation” the physical and emotional health of a family can have profound financial consequences.

Jamie’s certification in divorce financial planning (CDFA), mediation, and deep study of behavioral economics allows her to come to the table understanding that money is both a tool and a metaphor. Our decisions are never just about numbers but about our relationship to money, to our families, and our own history. Her unique ability to help clients get to the right questions allows her to tailor a financial strategy for each client’s particular goals, challenges, and values.

Jamie has roots here in D.C. and currently resides in Chevy Chase, MD. She has two adult children, as well as three trilingual grandsons (English, German and baby) and a grand-dog. She’s an expert Scrabble player and you can frequently find her in the Theaters on the weekends.

Out of Office

Scrabble champion always looking for a challenger.

Find me at the theater downtown on the weekends.

Teaching my grandkids the ways of crafting one project at a time.
Thiago Glieger, CFP®, ChFEBC
Private Wealth Advisor
Get to know Thiago

Thiago Glieger, CFP®, ChFEBC
Private Wealth Advisor

Retiring from a career in federal service means facing more questions and complexities than the average retirement.

What sounds like government jargon to others, I work with every day. I understand intimately just how your FERS benefits drive the foundation of your financial security in retirement, creating a ripple effect well beyond your service years. At RMG Advisors, I lead our team of planners in helping you navigate the financial and personal choices faced throughout retirement.

Getting it right is critical, requiring a deeper understanding than run-of-the-mill financial planning knowledge offers. For context, around 30% of financial advisors achieve the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which involves one of the industry’s most rigorous testing and ongoing education requirements. Roughly half are true, fee-only (commission-free) advisors. Fewer still are also Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠) professionals who understand how FERS integrates with a complete financial plan.

That’s the intersection where I specialize. I stay at the forefront of advanced planning strategies for dedicated, career-driven federal employees like you. I’ve spent years presenting at federal agencies as a dedicated retirement and FERS benefits advisor. While those in-agency days are behind me, I still contribute as a monthly guest on the Federal News Network radio and publish regularly on my YouTube Channel.

My work on federal retirement concepts has also appeared in Bloomberg, WTOP, Federal News Network, FedSmith, FEDWeek, MyFederalRetirement, Military Times, Federal Times, and other outlets.

Out of Office

Happiest outside, usually cycling or hiking.

If I weren’t an advisor, I’d open a restaurant.

Quite handy, but regret saying ‘how hard could that be’ every time.
Benjamin Amos, PhD, CFP®
Private Wealth Advisor
Get to know Benjamin

Benjamin Amos, PhD, CFP®
Private Wealth Advisor

I spent 20 years in federal service myself and I’ve been in your shoes. I was at OPM for 15 years where I led retirement service modernization initiatives. Now I serve federal retirees directly as an advisor. My background uniquely positions me and allows me to blend my knowledge about the FERS retirement system and advanced financial planning to help clients make better financial decisions. I loved my time in service, but I love even more getting to help the federal community and former colleagues.

Out of Office

Serious about tea, which mostly means owning far more of it than one person could ever drink.

Perpetually studying chess. My rating has yet to notice.

Yes, my family’s dinner menu lives in a spreadsheet with 40+ tabs. Yes, it’s on version 22. No, I can’t stop.

Amy Kryjak
Client Service Associate
Get to know Amy

Amy Kryjak
Client Service Associate

I do a bit of everything at RMG, but most of my time is spent helping clients. With more than 20 years of administrative experience, I bring a strong background in organization, coordination, and day-to-day operational support. Known for being dependable, detail-oriented, and approachable, I help keep processes for clients running smoothly and ensures that each of our clients receive our very best service.

Out of Office

Lego collector any kid would be jealous of.

Never met a puzzle I couldn’t conquer.

Handwriting so neat people ask if it’s a font.
Sandra Gorham
EA, Client Service Associate
Get to know Sandra

Sandra Gorham
EA, Client Service Associate

As RMG’s Executive Assistant and Client Service Associate, I keep the office running smoothly while helping clients navigate the myriad tasks that come up in managing wealth effectively. With more than 20 years of administrative experience and a bachelor’s degree in Business Administration with a focus in finance, I found my sweet spot in financial services—turning complex processes into manageable next steps.

Out of Office

Exploring America one weekend road trip at a time.

Super green thumb, and known as the “plant doctor”.

Binge reading books over Netflix any day.
Lauren Hooker
Client Service Associate
Get to know Lauren

Lauren Hooker
Client Service Associate

As a Client Service Associate at RMG Advisors, I help to make sure clients are supported along the way. I’m naturally organized and love finding ways to make things a easier and more efficient.

I found my way into financial services through an administrative role and quickly discovered that I enjoyed the combination of organization, problem-solving, and working with people. Now with nearly a decade in the industry, I’ve grown to appreciate the opportunity to work on a team where the details matter and where the work can make a meaningful difference in people’s lives.

Out of Office

Count on me to find treasures at an antique shop.

Baking and crafting are my favorite joys.

You’ll find me renovating my home every weekend.
Susan Chesney, MS, CFP®
Financial Planner
Get to know Susan

Susan Chesney, MS, CFP®
Financial Planner

Sue runs and operates Delegated Planning, managing a team of financial planners that supports our advisors and clients. With 20+ years of experience, Sue has served thousands of families ranging from simple retirement plans to complex $50 million family wealth plans. She helps us stay at the forefront of new financial planning techniques and research that helps us sere the federal community in the best way possible. While you won’t speak to Sue on a day-to-day basis, her role is critical in helping us do what we do for you.