Our Firm

Our Core Values

Invested. Enthusiastic. Beyond expectations. 

“Far and away the best prize that life offers is the chance to work hard at work worth doing.”
– Theodore Roosevelt 

Value each other, the work we do, and everyone we serve. 

“At the end of the day people won’t remember what you said or did, they will remember how you made them feel.”
– Maya Angelou

We own our work, our goals, and our mission.

“Take ownership. Whatever it takes. No excuses, no explanations.”
– Tony Dungy

We take care of today…for tomorrow.

“Things that matter most, must never be at the mercy of things that matter least.”
– Johann Wolfgang Von Goethe

Cooperating + Communicating + Collaborating = Extraordinary Results

“Alone we can do so little; together we can do so much.”
– Helen Keller

Raising the bar. Ensuring success.

“Success is not owned — it’s leased. And rent is due every day.”
– J.J. Watt

For each other. For our community. 

“We make a living by what we get. We make a life by what we give.”
– Winston Churchill

RBG Core Awards

Below are the firm members who have been recognized this year by their team for their outstanding dedication to living RBG's Core Values each day.

Passion

Matt Day

Client Advisory & Accounting Services Leader

“We spent almost 4 years trying to find the right person to lead CAAS, and in November of 2023, we finally got it right when Matt Day joined. What a big win for RBG. Matt’s passion cannot be missed, whether he’s talking about his team or a new opportunity, and that level of engagement really fosters a positive experience for our people and our clients. “

Read More about Matt

Respect

Rebecca Jacobs

Tax Senior Manager

“Respect is a cornerstone of Rebecca’s DNA. It’s the foundation of trust that builds connection, and I think that Rebecca has embodied this in her daily work at the firm. She shows respect in every interaction, and she consistently listens with empathy and offers fair and sound counsel. She’s earned trust and admiration from all of those who are lucky to work with her. “

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Ownership

Lauren Erickson

Marketing & Event Coordinator

“Lauren has exhibited the Core Value of Ownership so well that it’s hard to think that anyone could do it better. Lauren takes care of planning fun events for our firm on an ongoing basis, and she does so with ease and enthusiasm. She is always taking good care of all of us. She has contributed immensely to creating events that drive RBG’s positive culture.”

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Stewardship

Catherine Duncan

Chief Operating Officer

“It’s about the value that Catherine brings to the table and the commitment that she has to the firm. If I'm trying to make hard decisions within the firm, Catherine is one of my first go-tos to get her opinion because I always know that Catherine will do what’s best for the firm today and also tomorrow, and all of the long-term success.”

Read More about Catherine

Teamwork

Morgan Ocker

Tax Senior

“Morgan is one of our newer members of the tax team. She joined us and has really become an integral part of our Tax department. She has taken it upon herself to really invest time with all of our staff to make sure they understand the why behind what they're doing. That’s so important. I always hear her on the phone with staff if they're remote, or they’ll be at her desk, or she’ll be at their desk. She’s really a go-to for a lot of our team members for guidance on what the right, best next step is.”

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Elevation

Akshita Purohit

Data Analytics Manager & Firm Controller

“Akshita is kind, patient, and hilarious. She can do things in Excel that I didn’t even know were possible. She makes things so much more efficient, and in the 18 months since she has been here, she has single-handedly transformed our data accuracy and reporting process, and she’s just a joy to work with.”

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Community

Thames Kennedy

Tax Manager

“Thames does do much for our internal community at RBG. She currently chairs the Service and Social Community, helping to plan so many events for our firm that provide an opportunity to connect with each other and help define who we are at RBG and our culture. She volunteers through TSCPA, she gives her time, she serves on the local board here, she also goes to Day On The Hill. She’s invested in her profession, and more importantly, she invites others to be a part of that with her, and I think that’s a really unique and important aspect to how she gives back to her community.”

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Live Well, Work Well

Hunter Wooley

Audit Manager

“Hunter is the epitome of Live Well, Work Well. Not only has he gotten a personal trainer, He also does cycle bar and is constantly asking his coworkers to attend. I think he almost gave a couple of people heart attacks taking them to these classes. He takes 10,000 to 20,000 steps walking around the office with his coffee cup. So, between all of that, he’s made for exercise."

Read More about Hunter
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