Our Team

David Raub, JD, AEP

Principal and Portfolio Manager

Mr. Raub has been a Registered Investment Adviser since 1991, providing financial planning and investment management services to individuals, trusts and small businesses. Over the past 15 years, he has led the development of the Raub Brock Dividend Growth Core Portfolio strategy.

A graduate of Harvard Law School, Mr. Raub is an Accredited Estate Planner® and currently serves as president of the Marin County Estate Planning Council. He is also writes a monthly investment column for NorthBay Biz magazine, published in Santa Rosa, California.

During the 1990s, Mr. Raub served for eight years as a Council Member and Mayor of Mill Valley, California, during which time he spearheaded innovative and fiscally responsible financing of municipal projects.

Richard Alpert, CFP®

Principal and Portfolio Manager

Mr. Alpert has been an investment advisor for seven years and brings more than ten years of experience in managing investment portfolios to the firm. He is actively involved in the firm's research and investment process and serves as a co-portfolio manager of the Raub Brock Dividend Growth Portfolio. Mr. Alpert also leads the firm’s operations and compliance efforts.

As a Certified Financial Planner, Mr. Alpert also heads up the firm's wealth management process, which includes helping clients to identify the longevity and income distribution of their asset base for their lifetime.

Mr. Alpert received his B.A. from the Colorado College. An ex-professional mountain guide, he became the youngest American to summit Mount Everest via the North Ridge in 1998. He is married and has three children.

Jason Rodnick

Analyst

Jason graduated from San Francisco State University in 2006 with a degree in Economics. Mr. Rodnick has passed all three levels of the CFA exam and is currently fulfilling the experience requirements to receive his full Charter. He has also passed the Uniform CPA Examination. At Raub Brock Capital he is responsible for the maintenance of the firm's in-house investment research process as well as management of our outside research partner's analyses.

Tina Marshall

Client Services Manager

Tina began working in the insurance and securities industry more than 23 years ago helping businesses and individuals with retirement and insurance planning. At Raub Brock Capital Tina is responsible for all client service and a significant amount of the firm's administration. This includes coordination of client data, new account set up, asset transfers and gathering of cost basis information, management of IRA minimum distributions, scheduling client review meetings and coordinating quarterly client reporting. Tina works closely with Schwab on a daily basis to facilitate client account transactions. In 2009 Tina completed training to become a Certified Financial Counselor through the Financial Recovery Institute of California. Tina works with clients who need specific assistance with establishing and managing a budget or spending plan. Originally from England, Tina moved to the Bay Area more than 30 years ago.