How RPC Advisory Group Supports Your Financial Future

Who We Are and What We Do for You

Remy Dou, CFP

President/Financial Planner
Founding RPC Advisory Group has been a deeply rewarding journey, marked by growth, commitment, and a drive to set a new standard in wealth management. Early in my career, I immersed myself in investment management and protection strategies, dedicated to helping clients build and protect their lifelong savings.

Kerry Casey

Financial Services Representative
Kerry holds a Bachelor of Science degree in Biology from Brockport College in upstate New York. She later transitioned into the financial services industry, where she focuses on helping individuals and families create sound financial protection strategies.  

Daniel Frayle

Operations Officer
Throughout my time at Christopher Columbus High School, Florida State University, and now Florida International University; I have always felt captivated by classes and lectures focused on business and finance.

Bianca Sanchez

Client Associate
Bianca Sanchez thrives as a client associate and administrative professional at RPC Advisory Group, where she excels in ensuring efficient operations and delivering exceptional service.

Aaron Mader

Investment Advisor Representative
Aaron is a graduate of the University of North Dakota in Grand Forks. He graduated with a bachelor’s degree in finance. Aaron is an investment advisor representative and a licensed insurance agent. His responsibilities include account management, financial reporting and planning, and client management. 

Luis Angel Tobar

Client Associate
My name is Luis Angel Tobar, and sports have played a major role in shaping who I am today. Having played for a professional team in Miami and trained with another in Naples, I’ve learned the importance of discipline, hard work, and resilience, values that I now bring into every aspect of my life.

Carolina Potes

Client Associate
Carolina Potes joined RPC advisory Group in August 2021. As Relationship Coordinator, her responsibilities in the Coral Gables office range from being a receptionist and office manager to acting as an improviser and problem solver.

The experience you need. The support you deserve.

At RPC Advisory Group we focus on much more than just investment services. We are a team of financial service professionals dedicated to building a powerful, personal, and lasting relationship with you, to enable you to have the time and money to pursue the important things in life. We pride ourselves on delivering modern, sophisticated wealth management services to help simplify the lives of the high-net-worth clients.

The RPC team has 50 years of combined experience, with team members to guide and support you in some of the most important decisions of your life. Let us make your life simpler with our personalized approach.

Our Values

Simplicity

Financial planning can be complicated. We believe in simplifying the process and strive to make your life easier. You need one of the top wealth management teams in Florida to provide clarity.

Collaboration

Communication and teamwork are essential to what we do. Whether working with you or other advisors and institutions, we see the bigger picture and work toward a common goal.

Results

Your success is our success. We are here to create value for you and manage your investments so you can focus on more important things.

Discover where you want to go. We’ll find the right path.

Trust RPC Advisory Group

FIND US

250 Catalonia Ave Ste 600 Coral Gables, FL 33134

CALL US

(305) 305-7664

Latest Blogs

This Anesthesiologist Retired At 43 By Avoiding The Normal Traps That Trip-Up Doctors’ Savings

From the outside looking in, doctors seem to have an ideal profession to pursue financial independence...

Read More

Doctor Practices, Losing $250,000 A Year, Reel From Labor Costs

Medical groups had a rough 2023 as expenses outpaced revenue gains by more than $250,000 ...

Read More

Asset Protection For Doctors: Three Layers To Consider

Physicians face a myriad of financial and legal risks not seen in many other professions, including  ...

Read More

Why Congress Should Change How Medicare Pays Physicians

In the sweltering heat of 19th-century colonial Delhi, legend has it that cobras were taking over ...

Read More

Remy Dou, CFP

President/Financial Planner

Founding RPC Advisory Group has been a deeply rewarding journey, marked by growth, commitment, and a drive to set a new standard in wealth management. Early in my career, I immersed myself in investment management and protection strategies, dedicated to helping clients build and protect their lifelong savings. Over time, as I began to gain success in the financial industry, I envisioned creating a firm that went beyond the traditional model—a firm offering an exclusive, high-touch experience with financial strategies tailored to each family’s distinct needs and goals.

RPC Advisory Group was born from that vision, and we’ve made it our mission to deliver advanced, bespoke financial solutions that instill confidence and clarity. Our clients benefit from an experience that prioritizes privacy, personalization, and deep expertise. We work with a select group of families and individuals, allowing us to truly understand their aspirations and provide access to sophisticated strategies that aren’t always available through conventional firms.

For me, it’s always been about making a meaningful impact in our clients' lives, helping them confidently pursue their financial futures.

With over a decade of dedicated experience, a Bachelor’s degree in Finance from Florida International University, and the Certified Financial Planner™ (CFP®) designation, my journey has been shaped by a deep commitment to continuous growth. I’ve seen firsthand how staying current on evolving trends, strategies, and regulations enables me to offer clients the highest standard of guidance tailored to their unique financial needs.

Every step of my journey has reinforced my belief that exceptional wealth management requires a blend of expertise, dedication, and a genuine commitment to clients’ success. At RPC Advisory Group, we are honored to serve as trusted partners, guiding each client with precision and care as they navigate their financial futures with confidence.

Remy Dou, CFP

President/Financial Planner

Founding RPC Advisory Group has been a deeply rewarding journey, marked by growth, commitment, and a drive to set a new standard in wealth management. Early in my career, I immersed myself in investment management and protection strategies, dedicated to helping clients build and protect their lifelong savings. Over time, as I began to gain success in the financial industry, I envisioned creating a firm that went beyond the traditional model—a firm offering an exclusive, high-touch experience with financial strategies tailored to each family’s distinct needs and goals.

RPC Advisory Group was born from that vision, and we’ve made it our mission to deliver advanced, bespoke financial solutions that instill confidence and clarity. Our clients benefit from an experience that prioritizes privacy, personalization, and deep expertise. We work with a select group of families and individuals, allowing us to truly understand their aspirations and provide access to sophisticated strategies that aren’t always available through conventional firms.

For me, it’s always been about making a meaningful impact in our clients' lives, helping them confidently pursue their financial futures.

With over a decade of dedicated experience, a Bachelor’s degree in Finance from Florida International University, and the Certified Financial Planner™ (CFP®) designation, my journey has been shaped by a deep commitment to continuous growth. I’ve seen firsthand how staying current on evolving trends, strategies, and regulations enables me to offer clients the highest standard of guidance tailored to their unique financial needs.

Every step of my journey has reinforced my belief that exceptional wealth management requires a blend of expertise, dedication, and a genuine commitment to clients’ success. At RPC Advisory Group, we are honored to serve as trusted partners, guiding each client with precision and care as they navigate their financial futures with confidence.

Kerry Casey

Financial Services Representative

Kerry holds a Bachelor of Science degree in Biology from Brockport College in upstate New York. She later transitioned into the financial services industry, where she focuses on helping individuals and families create sound financial protection strategies.  Kerry works closely with her clients to prepare for important life milestones such as retirement, college planning, and securing their family’s future. As a licensed insurance agent, she is also uniquely positioned to integrate long-term care planning, life insurance (both as protection and as a financial asset), and income protection through disability insurance into comprehensive financial strategies.

Kerry Casey

Financial Services Representative

Kerry holds a Bachelor of Science degree in Biology from Brockport College in upstate New York. She later transitioned into the financial services industry, where she focuses on helping individuals and families create sound financial protection strategies.  Kerry works closely with her clients to prepare for important life milestones such as retirement, college planning, and securing their family’s future. As a licensed insurance agent, she is also uniquely positioned to integrate long-term care planning, life insurance (both as protection and as a financial asset), and income protection through disability insurance into comprehensive financial strategies.

Daniel Frayle

Operations Officer

Throughout my time at Christopher Columbus High School, Florida State University, and now Florida International University; I have always felt captivated by classes and lectures focused on business and finance. The idea of being able to work in a profession where I could compile a data driven strategy and provide it to a team of financial advisors or companies in order to help them achieve their goals was something I quickly aspired to.

I have been fully submerged in the financial services industry for four years now, and I am currently working as the Head of New Business and investment research with RPC Advisory Group while completing my MBA in Finance at Florida International University. I have had experience with many different facets of the industry such as investment research, processing new business and client communication. The most rewarding part of what I do is helping the team of financial advisors in our office make sure their operations are running perfectly so that theirinvestments strategies and client relationships can run at an optimal level.

By nature, I would consider myself to be very analytical and meticulous with everything I do or work on. I love solving difficult problems and coming up with innovative ways to make systems and processes efficient in all aspects. When I’m not in the office, you can find me attending/watching sporting events or spending time with my family and friends. Thank you for taking the time to get to know a little bit more about me; I’d love to connect with you.

Daniel Frayle

Operations Officer

Throughout my time at Christopher Columbus High School, Florida State University, and now Florida International University; I have always felt captivated by classes and lectures focused on business and finance. The idea of being able to work in a profession where I could compile a data driven strategy and provide it to a team of financial advisors or companies in order to help them achieve their goals was something I quickly aspired to.

I have been fully submerged in the financial services industry for four years now, and I am currently working as the Head of New Business and investment research with RPC Advisory Group while completing my MBA in Finance at Florida International University. I have had experience with many different facets of the industry such as investment research, processing new business and client communication. The most rewarding part of what I do is helping the team of financial advisors in our office make sure their operations are running perfectly so that theirinvestments strategies and client relationships can run at an optimal level.

By nature, I would consider myself to be very analytical and meticulous with everything I do or work on. I love solving difficult problems and coming up with innovative ways to make systems and processes efficient in all aspects. When I’m not in the office, you can find me attending/watching sporting events or spending time with my family and friends. Thank you for taking the time to get to know a little bit more about me; I’d love to connect with you.

Bianca Sanchez

Client Associate

Bianca Sanchez thrives as a client associate and administrative professional at RPC Advisory Group, where she excels in ensuring efficient operations and delivering exceptional service. Concurrently, Bianca is pursuing a Master's degree in Information Systems at Florida International University, harnessing her passion for technology and data management. Her dual commitment to her career and academic pursuits underscores her dedication to enhancing client experiences and contributing to organizational success through innovative solutions and expertise in information systems.

Bianca Sanchez

Client Associate

Bianca Sanchez thrives as a client associate and administrative professional at RPC Advisory Group, where she excels in ensuring efficient operations and delivering exceptional service. Concurrently, Bianca is pursuing a Master's degree in Information Systems at Florida International University, harnessing her passion for technology and data management. Her dual commitment to her career and academic pursuits underscores her dedication to enhancing client experiences and contributing to organizational success through innovative solutions and expertise in information systems.

Aaron Mader

Investment Advisor Representative

Aaron is a graduate of the University of North Dakota in Grand Forks. He graduated with a bachelor's degree in finance. Aaron is an investment advisor representative and a licensed insurance agent. His responsibilities include account management, financial reporting and planning, and client management. 

In his free time, Aaron enjoys spending time with his dog, Birch, fly fishing, or enjoying some other outdoor recreation.

Aaron Mader

Investment Advisor Representative

Aaron is a graduate of the University of North Dakota in Grand Forks. He graduated with a bachelor's degree in finance. Aaron is an investment advisor representative and a licensed insurance agent. His responsibilities include account management, financial reporting and planning, and client management. 

In his free time, Aaron enjoys spending time with his dog, Birch, fly fishing, or enjoying some other outdoor recreation.

Luis Angel Tobar

Client Associate

My name is Luis Angel Tobar, and sports have played a major role in shaping who I am today. Having played for a professional team in Miami and trained with another in Naples, I’ve learned the importance of discipline, hard work, and resilience, values that I now bring into every aspect of my life.

I’ve always been a competitive person by nature, constantly pushing myself to do better and be better. That drive has led me to pursue a degree in Finance at Florida International University, where I’m currently a sophomore in the Honors College. My ultimate goal is to become a licensed financial advisor, and I’m currently working on earning the necessary licenses to get there.

What draws me to the world of finance is the opportunity to help others succeed, whether it’s by developing personalized financial strategies or simply helping someone take the first step toward their financial goals.

Thank you for taking a moment to learn more about me. I’m always open to connecting and learning from others in the field.

Luis Angel Tobar

Client Associate

My name is Luis Angel Tobar, and sports have played a major role in shaping who I am today. Having played for a professional team in Miami and trained with another in Naples, I’ve learned the importance of discipline, hard work, and resilience, values that I now bring into every aspect of my life.

I’ve always been a competitive person by nature, constantly pushing myself to do better and be better. That drive has led me to pursue a degree in Finance at Florida International University, where I’m currently a sophomore in the Honors College. My ultimate goal is to become a licensed financial advisor, and I’m currently working on earning the necessary licenses to get there.

What draws me to the world of finance is the opportunity to help others succeed, whether it’s by developing personalized financial strategies or simply helping someone take the first step toward their financial goals.

Thank you for taking a moment to learn more about me. I’m always open to connecting and learning from others in the field.

Carolina Potes

Client Associate

I joined RPC Advisory Group in August 2021 as the Relationship Coordinator based in our Coral Gables office. In this role, I handle a diverse range of responsibilities, from managing the reception area and office operations to stepping in as an improviser and problem solver when needed.

My goal is to ensure our clients receive top-notch service. Drawing on my background in accounting, I bring a keen eye for detail and a commitment to delivering excellent service.

Outside of work, I cherish spending quality time with my family the most.

Carolina Potes

Client Associate

I joined RPC Advisory Group in August 2021 as the Relationship Coordinator based in our Coral Gables office. In this role, I handle a diverse range of responsibilities, from managing the reception area and office operations to stepping in as an improviser and problem solver when needed.

My goal is to ensure our clients receive top-notch service. Drawing on my background in accounting, I bring a keen eye for detail and a commitment to delivering excellent service.

Outside of work, I cherish spending quality time with my family the most.